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NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Buy-Sell Planning after Connelly

 

The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever, effective buy-sell planning requires well-written legal documents, deep knowledge of income and estate tax implications, and practical experience with a wide range of planning concerns. Special attention will be given to the planning implications of this ruling for business owners with entity purchase or wait and see buy-sell agreements. We will discuss what went wrong, how the result might have been avoided, and innovative strategies to consider for cross purchase designs. 

You will learn:

  • How Connelly v. United States changes buy-sell planning and who is most affected
  • How to help your clients in obtaining an effective buy-sell agreement for their business and personal needs
  • Real life trends and findings from a database of thousands of agreements over the past 10 years

REGISTER

Continuing Education & Additional information are provided below.

Tuesday, July 16, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

Program Overview

July 16th | 12 - 1 pm eastern

SPEAKER

April Caudill, JD, CLU, ChFC, AEP

Director of Advanced Solutions at Principal Financial Group

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Director of Advanced Solutions at Principal Financial Group

April Caudill, JD, CLU, ChFC, AEP

April Caudill, JD, CLU, ChFC, AEP (Distinguished) Nominee is a Director of Advanced Solutions at Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. The Principal Advanced Solutions team offers consulting services in the business market, including informal business valuations, buy-sell agreement reviews, business succession planning, key employee benefits, and estate planning for business owners and their key employees. Prior to joining Principal in 2015, April was an advanced planning attorney for two other major carriers, and was the managing editor of Tax Facts at the National Underwriter Company, where she worked for 19 years. She was the national president of the Society of Financial Service Professionals in 2012, and the recipient of its Kenneth Black, Jr. Leadership Award in 2014. April is a prolific author and three-time winner of the Ken Black Jr. Journal Author Award in 2002, 2018, and 2020. In 2023, she was nominated for induction into the National Association of Estate Planners and Counsels (NAEPC) Hall of Fame in the 2024 class.  April is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law and licensed to practice law in Ohio.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (formerly PACE) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of business planning/working with business owners
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate-Advanced

Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP/NAIFA will report your credit to the CFP Board for you after the webinar.

ADDITIONAL INFORMATION

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for accessing the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the recording link.

 

 

 

 

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