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NAIFA-FSP WEBINAR SERIES

NAIFA_FSP

 

Reshaping Buy-Sell Planning after Connelly: legal and practical considerations

The United States Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative solutions.

You will learn: 
  • How the U.S. Supreme Court decision in Connelly v. United States affects business valuation and the use of life insurance in buy-sell planning
  • About several innovative buy-sell designs designed to avoid the outcome from Connelly
  • Understand the impact of the transfer for value rule and exceptions to it on businesses that transfer ownership of life insurance as the result of a change their buy-sell structure
  • Explain how family ownership of a business affects the ability of a buy-sell agreement to “lock in” the value of the business for estate tax purposes

REGISTER

This Webinar is CoSponsored with 

NAEPC_logo

Continuing Education & additional information provided below.

Tuesday, May 6, 2025

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

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

SPEAKER

April Caudill, JD, CLU, ChFC, AEP (Distinguished)

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 (Distinguished)

April Caudill, JD, CLU, ChFC, AEP (Distinguished) 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 2024, she was inducted into the Hall of Fame of the National Association of Estate Planners and Councils (NAEPC).  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 (American College) credit has been applied for.

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

National Association of Insurance and Financial Advisors (NAIFA) 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. 

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 877-866-2432.

Additional CE Credit Info:
$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, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate.

 

Presentation Material

The link to access the PowerPoint/presentation material will be provided in your confirmation email.

 

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 and you will automatically be sent the recording link.

 

 

 

 

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