SaaS for Analyzing Split-Dollar Life Insurance Tax Scenarios

SaaS for Analyzing Split-Dollar Life Insurance Tax Scenarios On paper, split-dollar agreements might seem like just another financial instrument. But as anyone who's tried to structure one will tell you—they're anything but simple. The IRS certainly doesn't treat them that way. Split-dollar life insurance has long been a sophisticated tactic used by high-net-worth individuals, startup founders, and executive teams. But with increased IRS scrutiny and more complex reporting rules, you can’t afford to rely on spreadsheets and instincts alone. This is where modern SaaS platforms come in—bringing automation, clarity, and serious time savings to what used to be a documentation nightmare. Let’s dive into why you should be using one, and how it can make your practice stand out. Table of Contents What Are Split-Dollar Life Insurance Agreements? Challenges in Tax Analysis and Documentation Key Features of Split-Dollar Tax Analysis SaaS Real-World Use Cases ...