NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
Join us for this complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors (NAIFA). Please note the special date and time.
Program Overview:
The United States Supreme Court's 2024 decision in Connelly v. U.S. has upended the 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 decisions.
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
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 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.
Register through the National Association of Insurance and Financial Advisors website by clicking the "Register Now" button below. If you are not a NAIFA member choose "Continue as a Guest" when registering.
Thank you to the National Assocation of Insurance and Financial Advisors for co-hosting this webinar with NAEPC.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
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Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
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Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
