Split Dollar System Builder

Maintain to Death: Continue arrangement; employer recovers from death benefit. No current tax.
Bonus Rollout: Employer bonuses employee the cash to "purchase" the policy. Employee recognizes income equal to bonus; employer gets deduction.
Surrender: Employer surrenders policy, recovers CSV. Employee loses coverage. No employee tax (non-equity).

Generate Split Dollar Report

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Cover Page Executive Summary Tax Regime Analysis Financial Projections Compliance Checklist Required Forms Implementation Timeline Disclosures

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