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NAIFA Members Provide Financial Independence

2 min read

Buy-Sell Planning After Connelly

By NAIFA on 6/28/24 1:18 PM

The U.S. Supreme Court’s landmark decision in Connelly v. United States has fundamentally changed the landscape of buy-sell planning for many business owners. Join us for a webinar on Tuesday, July 16, 2024, from 12:00 pm to 1:00 pm eastern, to explore these changes and learn how to navigate the new complexities of buy-sell agreements effectively. This live event is free for members.

Webinar Highlights:

Understanding Connelly v. United States: Dive deep into how this pivotal ruling alters buy-sell planning. We will dissect the case's implications, focusing on business owners with entity purchase or wait-and-see buy-sell agreements.

Strategic Planning Insights: Gain valuable knowledge on crafting well-written legal documents, understanding income and estate tax implications, and applying practical experience to a wide range of planning concerns. Discover what went wrong in Connelly v. United States, how it could have been avoided, and innovative strategies for cross-purchase designs.

Real-Life Trends and Data: Benefit from insights drawn from a comprehensive database of thousands of agreements over the past decade. Understand current trends and practical solutions that can be applied to your clients' needs.

Learning Objectives:

  • Impact Analysis: Understand the broad implications of Connelly v. United States on buy-sell planning and identify which business owners are most affected.
  • Effective Agreements: Learn how to help your clients obtain robust and effective buy-sell agreements tailored to their business and personal needs.
  • Data-Driven Insights: Leverage real-life trends and findings to enhance your buy-sell planning strategies and ensure they are up-to-date and effective.

CE Credits are available for this webinar.

This webinar is a must-attend for professionals seeking to refine their knowledge and skills in buy-sell planning. By participating, you will be equipped to address the concerns and needs of your clients more effectively, ensuring their business succession plans are robust and compliant with the latest legal standards. Don't miss this chance to expand your professional capabilities and improve your service offerings in a meaningful way.




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