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How Split-Dollar Life Insurance Rescues Nonprofits

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"Addressing the excise tax on compensation paid to nonprof-its’ key employees."

By Justin Gladieux, Lion Street

"People might be surprised to learn that the tax reform of 2017 imposed an excise tax on nonprofit employees paid more than $1 million in parachute payments..."

Article presented by Mezrah Consulting.


Schedule a time to connect with Mezrah Consulting to discuss how we can work together to create a Split-Dollar Plan that works for your company. Request a copy of this article, "How Split-Dollar Life Insurance Rescues Nonprofits" to learn more.

About Mezrah Consulting
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Mezrah Consulting (MC) is a national executive benefits and compensation consulting firm based in Tampa, Florida. Mezrah Consulting’s work is predominantly focused on executive benefits planning for sizable publicly traded and privately held companies. MC is a knowledge company offering its clients highly creative and innovative solutions. MC uncovers value and recognizes risks that other firms typically do not see.

MC specializes in the design, funding, implementation, securitization and administration of non-qualified executive benefit programs. MC has been engaged in this consulting niche for over 25 years, advising companies in over 27 states and providing custom non-qualified plan administration on its proprietary cloud platform.  

For more information contact Lori Brink at (813) 367-1111 or lbrink@mezrahconsulting.com or learn more at MezrahConsulting.com.

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Mezrah Consulting and/or its agents are licensed to sell traditional life insurance in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, NJ, NY, VA, WV. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.


Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Mezrah Consulting does not provide legal or tax advice. For complete details, consult with your tax advisor and attorney.​ Variable life and annuity products, as well as other securities products, may be sold in the following states: CA, MD. Residents of other states should consult with a local registered representative for securities products.

 

The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources that we believe to be reliable, but are not guaranteed. Mezrah Consulting does not warrant, guarantee or make any representation, or assume any liability with regard to financial results based on the use of the information in the site.


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Mezrah Consulting is Independently Owned and Operated. Check the background of this firm and/or investment professional on FINRA's Brokercheck.