Maximize Your Resources: Bank-Financed Split Dollar Loans

Private Wealth Services Partner Brent Berselli will present a webinar hosted by Leimberg Webinar Services titled “Maximize Your Resources: Bank-Financed Split Dollar Loans.” Mr. Berselli, alongside his co-presenter, will discuss the topic of economic substance, more specifically what it means, how to identify insubstantial split dollar loan arrangements and how the IRS has mounted successful legal challenges to these arrangements.

This webinar will take place on two different dates: Sept. 28, 2023, and Oct. 10, 2023. Click here to register for the September session, and click here to register for the October session.