Your Agency Inc  (800) xxx-xxxxHome 
 



Executive Benefits
Keeping & Rewarding
Your Best People

 

Reward Select Personnel Only
No IRS Approvals
Easy Administration
Golden Handcuffs for Key People
   
Technical Stuff for
Your CPA & Other Advisors
Executive Benefits in the New Era
 
  21st Century Road Blocks
  Section 162 - Left Untouched
  EOLI - A New Tax Trap
  NQDC - Detailed Guidance at Last
  Sect ??? - Safe Harbor Interest Leverage
  The New Split Dollar Rules
Final Split Dollar Regulations
??yr??Non-Qualified Deferred Comp Rules
EOLI Regulations
Section 162 Plans (Executive Bonus)
Other CPA CE Credits


Executive Benefits -- Businesses depend on their key personnel. The ability to reward top performers is critical to motivating and keeping the best people. Executive benefits are a proven method of retaining superior talent.

Click Below to Discover What is Possible!

Executive Benefits - An Overview
Golden Handcuffs
Deferred Compensation - The New Rules
Example - Deferred Compensation
Salary Continuation - A Deferred Tax Play
Example - Salary Continuation
Cost Recovery - Getting Your Money Back
Example - Cost Recovery
Section 162 Plans - Executive Bonus
  Example - Executive Bonus Term
  Example - Executive Bonus ROP
  Example - Sect 162 Dividend Offset
  Example - Sect 162 ILIPP
  Example - Split Funded 162 ILIPP
  Diagram - How Sect 162 Works
   
The New Split Dollar
Economic Regime Plans
  Example - Endorsed ROP
  Example - Endorsed Impaired Risk
  Example - Endorsed Rollout
 

Example - Endorsed NQDC

  Example - Endorsed Capital Leverage
   
Loan Regime Plans
  AFR versus Inside Build-up
  Example - Collateral ROP
  Example - Collateral Offset Split $
  Example - Arbitrage Split Dollar
  Example - Leveraged Split Dollar
  Example - Deferred Split Dollar
 

Example - Piggy Back Split Dollar

Group Carve Out
Sect 419 & VEBA
Section 79 Permanent
  Coming Soon
  Example - Sect 79 Permanent
Qualified Plans - Section 412i
Qualified Plans - 401k and more
Tax Free Retirement Plans
 
 
How We Work