What Is Split-Dollar Life Insurance? Split-dollar life insurance is a unique arrangement in which two parties, typically an employer and employee, share the costs, benefits, and ownership interests of ...
On the surface, split-dollar life insurance is easy to understand. Digging into the legal and tax considerations of such a plan sheds light on the inherent complexities. In a previous post, I dove ...
For an employer, split-dollar life insurance plans can be a useful way to attract and retain key hires. For employees, split-dollar plans can be a valuable estate-planning vehicle for employees ...
In what appears to be a case of first impression, on April 13, 2016, the Tax Court ruled for the taxpayer in Morrissette v. Commissioner (146 T.C. No.11). At issue was the question of whether a ...
Executive retention is now at an inflection point as businesses seek to reward and recruit highly valuable employees. Recent economic events have accelerated businesses’ need to hold on to their best ...
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