A Buy-Sell Agreement Shouldn’t Create a Tax Nightmare

Buy-sell agreements are essential for protecting business owner clients—but most are outdated, misstructured, or tax-inefficient. You’ll hear directly from industry experts Paul Sargent, CLU, ChFC, CLF and Tracey Ullom, JD, LLM, CLU as they dissect real planning traps—highlighting lessons from the recent Connelly estate tax case—and share powerful, flexible alternatives that elevate your value as an advisor.

During this webinar, you'll learn:

• How the Connelly ruling changes the game for entity redemption plans
• Why cost basis is the silent killer in buy-sell agreements
• How a Manager Managed LLC can solve tax and admin headaches
• Ways to turn a buy-sell plan into a personal retirement and protection tool

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