How do advisors plan with life insurance in this supposedly post-split dollar world? The answer lies of course in a client's particular goals. But the options are relatively clear: Clients can use a ...
Charles Ratner of Ernst & Young reports: Well, now we have them. On Sept. 11, the Treasury Department and Internal Revenue Service issued the final split dollar regulations. If these regs look ...
On September 11, 2003, the Internal Revenue Service published final regulations with respect to the tax treatment of split-dollar life insurance arrangements (68 FR 54336). These regulations became ...
A loan regime split-dollar life insurance arrangement can be an important option to provide retirement benefits to nonprofit executives while mitigating the impact of tax provisions that impact other ...
Many small business owners struggle to find affordable, easy and effective ways to reward and retain key employees. So-called endorsement split-dollar life is often a viable, yet little-known solution ...