Special Bundle of 2 Webinars:
Split Dollar Series Parts 2 and 3.

Part 2 Split Dollar Webinar Series. : Using Post-Final Regulation Economic Benefit Regime Split-Dollar Arrangements
Recording and Slides are Available Here.
Save a bundle with a bundle.
Click here to see the Bundle of all 3 Split Dollar Webinars
Click here to see the Bundle of parts 2 and 3
Using Post-Final Regulation Economic Benefit Regime Split-Dollar
Arrangements.
• There have always been two tax issues in economic benefit split-dollar arrangements
- The measure of the economic benefit
- The treatment of policy equity
• Measure of the economic benefit
- It is premium insensitive
- Measured by the lower of the carrier’s qualifying term rates under Notice 2002-8 or the IRS Table
Rates
- Survivorship policy rates
• Taxation of policy equity under the Final Regulations
- With one exception, these rules are
prospective
- The exception is for “material modifications”
• Under the Final Regulations, which regime – loan or economic benefit – apply depends
exclusively on policy ownership
-
The one exception is non-equity donor/donee or employer/employee collateral
assignment arrangements
There will be no CE for this webinar
After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $195.00 $149.00 for this bundle of 2 webinars.

Part 3 Split Dollar Webinar Series. ::Using Post-Final Regulation Loan Regime Arrangements
Recording and Slides are Available Here.
Save a bundle with a bundle.
Click here to see the Bundle of all 3 Split Dollar Webinars
Click here to see the Bundle of parts 2 and 3
• Loans that bear interest at the AFR and those that don’t
- Loans that bear interest at the AFR requiring interest payments or interest accrued
- Loans that don’t bear interest at the AFR
• The possible application of Federal Reserve Regulation U to large loan regime arrangements
• Exit strategies
• Related party loan regime arrangements respected as bona fide debt obligations
• Loan regime formats
• The insured as the lender
• The insured’s spouse as the lender
• The insured’s employer or controlled entity is the lender
There will be no CE for this webinar

Mark Merric
January 22, 2021 3:00PM ET - 4:30PM ET ET
Part 3: Mark Merric's Asset Protection Trilogy
More Info

Steve Siegel
January 22, 2021 1:00PM ET - 2:30PM ET ET
Portability: An Estate Planning Game-Changer
More Info
![]() |
![]() |
Alan Gassman and Brandon Ketron
January 26, 2021 3:00PM ET - 4:30PM ET ET
PPP and EIDL Loan Rules Update and Review
More Info

Bob Keebler
January 27, 2021 1:00 PM - 2:30 PM ET ET
How To Accurately Prepare the 2020 709 Gift Tax Return – Updated Class - Re-Broadcast
More Info

Bobby Samuelson
January 28, 2021 3:00PM ET - 4:30PM ET ET
Making Sense of the Section 7702 Changes
More Info
![]() |
![]() |
![]() |
Martin Shenkman and Bob Keebler Jonathan Blattmachr
January 28, 2021 11:00P AM ET - 12:30 PM ET ET
Georgia Senate Election Results – Deep Dive PART 1 of 2 - Income Tax Planning - Rebroadcast
More Info
![]() |
![]() |
Bob Keebler and Jere Doyle
January 28, 2021 1:00 PM ET - 2:30PM ET ET
REVIEW OF THE PROPOSED 2020 REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS - A Special Re-Broadcast prior to the new regulations applying to 2020 returns. Master the new law prior to tax season
More Info
![]() |
![]() |
![]() |
Martin Shenkman and Bob Keebler Jonathan Blattmachr
January 29, 2021 11:00P AM ET - 12:30 PM ET ET
Georgia Senate Election Results – Deep Dive PART 2 of 2 - Estate Planning to do NOW! - Rebroadcast
More Info
![]() |
![]() |
![]() |
Martin Shenkman Steve Gorin Joy Matak
February 5, 2021 3:00PM ET - 4:30PM ET ET
2020 Gift Tax Returns: Practical Tips How to Report Common 2020 Transactions
More Info

Tom Miller
February 5, 2021 1:00PM ET - 2:30PM ET ET
Why Most Executive Bonus Programs Fail—and How to Fix the Problem
More Info

Eric Green
February 19, 2021 3:00PM ET - 4:30PM ET ET
The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!
More Info
![]() |
![]() |
Bruce Steiner Denise Appleby
February 19, 2021 1:00PM ET - 2:30PM ET ET
Practical Applications of the SECURE Act and The CARES Act: How to Identify and Implement Strategies for 2021 and After
More Info

Eric Green
February 26, 2021 1:00PM ET - 2:30PM ET ET
Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy
More Info

Mark Merric
February 26, 2021 3:00PM ET - 4:30PM ET ET
Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 1: Capital Accounts Compared to Stock
More Info

Mark Merric
March 26, 2021 3:00PM ET - 4:30PM ET ET
Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 2: Capital Accounts Compared to Stock
More Info
