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CSDBrochure.pdf (consultmilestone.com)capitalsplitdollar.com

You must be a member of our agent network to be able to sell Capital Split Dollar. Complete our Non Disclosure Agreement and we will provide you with a logon id which will give you access to our training materials

capitalsplitdollar.com

Developed in 2005 jointly developed the concept of Capital Split Dollar in order to take optimal advantage of current tax laws.

Capital Split Dollar – Asset Protection Society

the very powerful Capital Split Dollar (CSD) Life Insurance program.  CSD is a “Safe Harbor” leveraged split-dollar loan arrangement under IRS Reg. §§1.264(d)(1) and 1.7872-15.  The annual contributions are 100% tax deductible to the employer and about 35% is taxable to the employee.  It provides substantial tax-free retirement and death benefits.  The equivalent pre-tax rate of return is as high as 20% (depending on actual tax brackets).

Any employee (including owners) of a “C” or “S” Corporation, partnership, LLC, and/or LLC, and/or LLP is eligible to participate.  Plan benefits can be used for retirement, estate planning, and to fund buy/sell agreements.  Finally, CSD is not subject to the company’s general creditors, offers selective participant involvement, and is not under the onerous deferred compensation regulations.

Consulting designs and implements

Executive Compensation Plans, Business Succession Strategies, Exit Strategies for Owners,

Estate Planning, and Corporate and Personal

Tax Planning.

Consulting designs and implements

Executive Compensation Plans, Business Succession Strategies, Exit Strategies for Owners,

Estate Planning, and Corporate and Personal

Tax Planning.

 is a business advisor to business. The focus is to assess, design and implement “excellent” solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients.

Read more…help you or your clients create more cost effective solutions to the common problems faced by business owners and successful executives. Whether you are a first time visitor, or a returning BMI member, we hope that you will find our material timely, and we encourage you to call or email us at bmi@BMIconsulting.com with your comments or concerns about how we can help you apply these concepts to your own unique situati