Methods to Fund Buy-Sell Agreements
Date: Thursday, April 1, 2021
Time: 12:00pm - 1:00pm
Location: Webinar
Speaker: James S. Aussem, JD, AEP®
Join us for this complimentary webinar co-hosted with the Society of Financial Service Professionals. Please note the special date and time. See complete event details and registration.
About the Program
In this presentation you will get a review of the uses of buy-sell agreements and mechanisms for funding the actual purchase and sales event whether it be triggered by death, disability, departure, or discord. Alternatives to traditional insurance and the impact of the changes in business tax matters arising out of the 2017 Tax Act are discussed.
You Will Learn:
- Workable/useful knowledge of buy-sell planning and how to use it in your practice
- The different forms of buy-sell arrangements and when to use one versus another
- An analysis of the most often used/important provisions in planning the disposition of closely-held business interests
- The use of life insurance and alternative methods to fund/create the economics of buy-sell transactions
