Succession Planning & Connelly Impact on Buy-Sell Agreements

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Business Succession Planning & the Impact of Connelly on Buy-Sell Agreements

Il Fornaio | 18051 Von Karman Ave, Irvine CA 92612
Wednesday, August 27th – 12.00 PM to 2.00 PM

REGISTER NOW

Last year, the U.S. Supreme Court handed down a pivotal decision in Connelly v. United States that could significantly impact how buy-sell agreements are structured and valued — particularly when life insurance is involved. If your clients have or are considering a buy-sell agreement, this session is a must.

What You’ll Learn:

  • Key components of a strong succession plan
  • How buy-sell agreements work—and common pitfalls
  • The tax implications of the Connelly decision
  • What business owners and advisers need to do now

Reserve your seat today!

Questions?  Contact the CPS Life Team at (949) 863-0700 Option 1.