OnDemand Webinar
A Buy-Sell Agreement Shouldn’t Create a Tax Nightmare
In this webinar, you’ll hear directly from industry experts as they dissect real planning traps (including insights from the recent Connelly estate tax case) and share powerful, flexible alternatives that elevate your value as an advisor.
Register NowBuy-sell agreements are essential for protecting business owner clients—but most are outdated, misstructured, or tax-inefficient. In this fast-paced webinar, you’ll hear directly from industry experts Paul Sargent, CLU, ChFC, CLF and Tracey Ullom, JD, LLM, CLU as they dissect real planning traps (including insights from the recent Connelly estate tax case) and share powerful, flexible alternatives that elevate your value as an advisor.
What You'll Learn
- When and how to use Cash Balance Plans How the Connelly ruling changes the game for entity redemption plans
- Why cost basis is the silent killer in buy-sell agreements
- How a Manager Managed LLC can solve tax and admin headaches
- Ways to turn a buy-sell plan into a personal retirement and protection tool
Financial advisors, insurance professionals, and estate planners serving business owners be sure to watch this webinar to gain the knowledge and tools to help business owners help protect what they've built.
Now Available OnDemand >>>