Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools

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30 Sep

Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools

Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools

Wednesday, September 30, 2026 (12:00 AM to 11:59 PM)
1 PDCs
Provider: MISBO
Course Name: Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools

Speaker: Michael R. Cowart, Michael R. Cowart, Jr.
Program Type: Instructor E-Learning
Registration URL: https://www.misbo.com/events/webinar-an-innovative-executive-benefit-strategy-for-independent-schools
Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools, Marietta, Georgia
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1. Understand the limitations of qualified retirement plans and group insurance for highly compensated school executives 2. Identify the key features and tax treatment of loan regime split-dollar plans 3. Recognize how LRSD addresses Form 990 optics and IRC §4960 excise tax exposure 4. Evaluate LRSD as part of a comprehensive executive benefits strategy for independent schools

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Independent schools face a distinctive challenge in executive compensation: they must compete for top talent against well-resourced institutions while managing limited budgets, public perception, and the compliance pressures unique to tax-exempt organizations — including Form 990 Schedule J reporting and the IRC §4960 excise tax on excess compensation. In this session, Michael R. Cowart and Michael R. Cowart, Jr. of The Cowart Group will introduce loan regime split-dollar (LRSD) — a powerful and often underutilized executive benefit strategy that is gaining traction in the independent school market. Attendees will learn how LRSD can convert compensation expense into a school-owned asset, provide key executives with tax-advantaged retirement income and death benefit protection, and help schools avoid the reporting and excise tax pitfalls associated with traditional 457(f) arrangements. Drawing on real-world independent school case studies, the session will walk through plan mechanics, illustrative scenarios, risk considerations, and how LRSD fits within a bundled executive benefits framework alongside 457(b), 457(f), and supplemental insurance.

Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools
Webinar: Split-Dollar: An Innovative Executive Benefit Strategy for Independent Schools
1000 Whitlock Ave NW Ste 320
Marietta, GA 30064-5449

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