Split-Dollar Life Insurance

The 2017 Tax Cuts and Jobs Act imposed a new 21% excise tax on compensation paid by a non-profit organization on compensation in excess of $1 million, and on “excess parachute payments.” The apparent Congressional intent was to create a degree of symmetry with the $1 million deduction limitation on publicly-traded corporations. However, it has further complicated compensation planning among non-profit organizations and placed them at an even greater competitive disadvantage in their attempt to attract and retain talented executives and professionals.

In our latest and highly detailed white paper, “Why Non-Profits Are So Interested in Split-Dollar Life Insurance—Should You Be, Too?” we tackle how to work around this tax hit to keep the playing field level between non-profits and for-profits as you compete for professional talent.

Suddenly, everyone in non-profits wants to know more about split-dollar life insurance.
Find out why. Download Our Latest White Paper.