Buy-Sell Agreements: Taxable Estate Plan Implications?

Don’t miss out! Join us as we explore prevalent buy-sell structures and their effects on your business owner clients.

On Thursday, May 18th, at 2:00 PM EST, Ryan Patton of Lincoln Financial will explain the crucial importance of ensuring a business owner’s succession plan can withstand IRS scrutiny.

Could your buy-sell agreement make your estate plan taxable? Address this question now, rather than when it’s too late.

This presentation is open to all channels. General Agents, Management, Agents, Staff – anyone interested in learning more about this vital topic is welcome to join us.

Click here to register for the meeting!

(Having trouble with the registration link? email nhimmelstein@mainstreetplanninggroup.com and let us know so we can get you registered!)