Search

• In the case of private loan-based split dollar, could the checks going back and forth between the lender/grantor and the grantor trust be construed as a "step transaction"?

• Regarding Loan-Based Private Split Dollar, what happens if the policy in the Irrevocable Grantor Trust does not perform well enough and lapses without value. How does the trust repay the loan?

• Recently, we set up a loan regime split dollar plan for the owner of a C Corporation (husband and wife, owner/employees, and one additional employee). In Marketing Alert #226 (December 2009) entitled “Six Tax Traps for the Unwary Employer (Employer-Owned

• Is there any way that Wealthy and Wise can produce a report that lists all the menu prompts for a given Workbook? If I modify a Workbook to test a new approach, it’s often hard to remember all the places I made changes if I want to change it back -- parti

• How does IRC Section 409A apply to Executive Trifecta?

• Regarding Loan-Based Private Split Dollar, what happens if the Irrevocable Grantor Trust borrows more than the cost basis from the life policy and then the policy lapses and produces a taxable gain?

• What is your recommendation as a replacement for collateral assignment (equity) split dollar?

• Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 – Loan-Regime Split-Dollar for C Corporation and LLC)

• Blog #201: Awesome LLC Buy-Sell Strategy for Owners of C and S Corporations (Part 1)

• Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)