Discounted Private Split-Dollar: Does the Risk Outweigh the Reward?

New Client Materials Discuss Cash Value Life Insurance as an Asset The split-dollar hybrid could be a great way to get around taxes — or get into trouble with the IRS. Once a great idea reaches the tipping point, there are two possible outcomes with potentially negative effects. First, profits decrease significantly as competition drives down the exclusivity premium paid by early adopters. Second, the strategy … Read more Visit our Google+ Page »