Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we are joined by Jack Elder, Esq. LL.M, Head of Advanced Planning at Kestra Insurance Planning. Jack will be discussing “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.”

By way of background, this program will cover buy-sell agreements and the key lessons from the Connelly case. We’ll explore how properly structured buy-sell arrangements can protect business continuity, mitigate tax risks, and ensure a smooth transition of ownership. The discussion will highlight the Connelly case’s impact on business valuation and estate planning, emphasizing the potential tax pitfalls of poorly designed agreements. Whether you’re an advisor or a business owner, this session will provide critical insights to help you navigate these complexities with confidence.

***UPCOMING LIVE WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

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