August 22, 2024
Back by Popular Demand! Plus, This Connelly v. United States Webinar ‘Reprise’ Offers CPE Credit
On September 5, Advanced Sales discusses the impact of this Supreme Court decision. Register and attend for 1 CPE Credit.
For more on this topic –
Join National Life Group’s Advanced Sales Team to hear more about the decision of the United States Supreme Court in Connelly v. US, and the impact the decision has on existing and future entity purchase buy sell agreements. This webinar offers one CPE Credit for CPAs that register, attend, and answer 3 polling questions throughout the webinar.
CPAs: PLEASE SELECT “CPA” AS YOUR PROFESSION BELOW IF YOU WANT TO RECEIVE A CPE CREDIT FOR ATTENDING. ————————————————————————
Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Intermediate | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) 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. The 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
If you’d like to read the opinion of the court before the webinar, please check out the opinion here: 23-146 Connelly v. United States (06/06/2024) (supremecourt.gov)
Connelly v. United States: The Impact on Buy Sell Planning
Presented by Advanced Sales Team
Thursday, September 5th
1:00 p.m. ET; 12:00 p.m. CT
This ruling presents an opportunity to contact your business owner prospects and clients to discuss their buy-sell agreements.
Learn some key talking points, To Redeem or Not to Redeem – That Is the Question After Connelly
As a result of the Connelly decision, business owners should be encouraged to review the value of their business, any existing buy-sell agreement funded with life insurance, and their overall estate plan to help achieve their business, personal, and legacy goals.
- CONNELLY, AS EXECUTOR OF THE ESTATE OF CONNELLY v. UNITED STATES (2024). 23-146 Connelly v. United States (06/06/2024) (supremecourt.gov)
The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.
