C-Corporations

Business Deductibility of Employer-Paid Premiums

On Behalf of an Employee
A C-Corporation that purchases Tax-Qualified Long-Term Care Insurance on behalf of an Employee may deduct the premiums paid as an ordinary business expense. This holds true for Tax-Qualified Long-Term Care Insurance purchased for the Employee's spouse or other tax dependent.

On Behalf of an Employee Stockholder
A C-Corporation that purchases Tax-Qualified Long-Term Care Insurance on behalf of an Employee Stockholder may deduct the premiums paid as an ordinary business expense. This holds true for Tax-Qualified Long-Term Care Insurance purchased for the Employee Stockholder's spouse or other tax dependent. 

On Behalf of a Stockholder (Owner) Who is not an Employee
A C-Corporation that purchases Tax-Qualified Long-Term Care Insurance for a shareholder who is not an employee does not receive a deduction for the premiums paid.

Tax Consequences of C-Corp-Paid Premiums

For an Employee
Employer-paid Long-Term Care Insurance premiums would not be included in the Employee's gross income (IRC Sec. 106). This would also apply to premiums paid on behalf of the employee's spouse and other tax dependents.

For an Employee Stockholder
Provided that the Stockholder is also a bona fide Employee of the C-Corporation, Tax-Qualified Long-Term Care Insurance premiums paid by the C-Corporation on behalf of the Employee are fully deductible assuming the C-Corporation retains no interest in the policy. This would also apply to premiums paid on behalf of the employee's spouse and other tax dependents.

For a Stockholder who is not an Employee
Tax-Qualified Long-Term Care Insurance premiums paid by a C-Corporation on behalf of a Stockholder who is not an Employee of the C-Corporation would represent dividend income for the Stockholder.  

We do not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.