If you are a business owner, now is the time to review your Buy Sell Agreement. Major changes could be headed your way after this new court ruling! Message me for more information and how to get a Free Business Buy Sell overview.
If you are a business owner, now is the time to review your Buy Sell Agreement. Major changes could be headed your way after this new court ruling! Message us for more information and how to get a Free Business Buy Sell overview. https://lnkd.in/gGHwJ58Q
Commercial Insurance, Employee Benefits, and Executive Life & Disability Insurance
Business owners, now is the time to review and possibly update your buy-sell arrangements, ensuring that they are adequately funded and aligned with current legal standards. This proactive approach is especially important in light of the Supreme Court’s recent decision in Connelly v. IRS, which highlights the significance of well-drafted and properly funded agreements.
Kiplinger recently shared this article, “Why Business Owners Should Review Their Buy-Sell Agreements. A recent tax case now before the U.S. Supreme Court hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.” Learn more in the article here: https://lnkd.in/es68cinX
CEO & Senior Financial Adviser, Helping Business Owners and Higher Net Worth Families Exceed Their Financial Goals
Kiplinger recently shared this article, “Why Business Owners Should Review Their Buy-Sell Agreements. A recent tax case now before the U.S. Supreme Court hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.” Learn more in the article here: https://lnkd.in/gtKt85KV
A landmark Supreme Court ruling in Connelly v. IRS highlights the importance of well-structured buy-sell agreements for business owners. Discover why now is the time to review and update your buy-sell arrangements to protect your business: https://bit.ly/3WGa0Ch
Calling all business owners, you will want to read this article that dissects the Supreme Court ruling that clarifies the tax treatment of insurance proceeds designed to fund an ownership buyout among partners. Our KPB team has the expertise available to help you plan around changing legislation. #iamkey
A landmark Supreme Court ruling in Connelly v. IRS highlights the importance of well-structured buy-sell agreements for business owners. Discover why now is the time to review and update your buy-sell arrangements to protect your business: https://bit.ly/4dfeF3n #businessplanning
A landmark Supreme Court ruling in Connelly v. IRS highlights the importance of well-structured buy-sell agreements for business owners. Discover why now is the time to review and update your buy-sell arrangements to protect your business: https://bit.ly/4dfeF3n #businessplanning
President and financial planning leader for Global Wealth Advisors who helps people feel secure about reaching their financial goals.
A landmark Supreme Court ruling in Connelly v. IRS highlights the importance of well-structured buy-sell agreements for business owners. Discover why now is the time to review and update your buy-sell arrangements to protect your business: https://bit.ly/4dfeF3n #businessplanning
CPA for Businesses Having Outgrown Their Current Firm | Auto Dealership Niche | Tax/Audit | Sr. Partner-Kho & Patel CPAs
For most business co-owners, the value of their business shares comprises a big percentage of their estates. Having a buy-sell agreement protects co-owners and their heirs and helps avoid hassles with the IRS.
For most business co-owners, the value of their business shares comprises a big percentage of their estates. Having a buy-sell agreement protects co-owners and their heirs and helps avoid hassles with the IRS.
