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14.7 Business Disability Insurance

Business Overhead Expense

  • Premiums paid by the business are tax-deductible as a business expense.
  • Benefits received are taxable to the business owner and must be reported as income.

Key Person Disability Insurance

  • When an employer purchases a disability income policy on a key employee and names the business as the beneficiary, the premiums are not tax-deductible.
  • Benefits received under the policy are generally not taxable.

Disability Buy-Sell Agreement

  • Premiums paid are not tax-deductible.
  • Benefits received are generally not subject to taxation.