The Tao of Karl Malden and Split Dollar Plans: After Notice 2002-8, What Will You Do?

In Notice 2002-8, the Internal Revenue Service gave notice of the intended tax regime for split dollar life insurance plans under regulations to be issued in the future. This publication discusses what that entails, and what it means for the future.

Author(s)

Bryan E. Keenan
Director
Gordon, Fournaris & Mammarella, P.A.