Shelley Lightfoot, CEPA

Just as there are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process, there are also many ways to engage owners in the conversation. Depending on the owner’s current “pain” and state of mind, they may be more driven by the prospect of reducing taxes, increasing the value of the business, or resolving an internal conflict. Join Shelley for this dynamic conversation about how to take owners as they come, identify their true issues, and then engage for the conversation that will drive the entire planning opportunity for you and your collaborative team.

Rich Coffin, NAIFA-CA President

Dan Finn, CLU, CFP - Principal Advanced Markets

The June 2024 US Supreme Court Connelly decision has had a large impact on using entity purchase plans, particularly those funded with life insurance. The Connelly court ruled that the estate tax value of a company – and hence, the value of the deceased owner’s interest as well – is not reduced by the company’s obligation to redeem a deceased owner’s interest. This presentation discusses Connelly, its implications (including for those who are well below the estate tax exemption), and some potential workarounds.

Sterling T. Moore, AIF, CEPA, CFS - CIBC Private Wealth Advisors, Inc.

Exploring tax advantages, risk management, and strategic uses of captive insurance.

Matthew Grishman, CEPA

A powerful firsthand story highlighting the importance of comprehensive planning when life’s unexpected “5 D’s” strike.