Author By Matt Schiff Posted on April 5, 2025October 9, 2025 Categories Corporate Owned Life Insurance, Deferred Compensation, Education, Employee Retention, Employer Group Waiver Plans, ESOP, Estate Planning, Executive Benefits, Income Maximization, Life Insurance, Long Term Care, Owner Benefits, Tax Exempt Organizations, Trust Owned Life Insurance Register for The 2025 Independent Bank/Corporate (IBC) Owned Life Insurance Study Group
Author By Matt Schiff Posted on May 1, 2019January 5, 2024 Categories 457(f), Deferred Compensation, Employee Retention, Executive Benefits, Tax Exempt Organizations, Uncategorized IRS Guidance Regarding the Section 4960 Excise Tax Is (Somewhat) Helpful Great overview by Eric Altholz about 4960 and the excise tax for not for profit companies.