Estate Planning
Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)
NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.
Calendar
Alternative Clauses in Buy-Sell Planning Including Sample Language (FSPgo On-Demand Webinar)
Program Overview Jim Aussem, JD, AEP, will present a detailed explanation and useful examples of why and when certain clauses are used, their purpose and the concerns practitioners should understand. This hour-long presentation will address things such as Drag-a-long and Tag-a-long provisions, Puts/Calls as a dispute-resolution mechanism, valuation approaches, and restrictions on the management/survivors’ ability [...]
This article appeared in the March 2023 Journal of Financial Service Professionals.
Planning for Business Owners
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Planning for Business Owners
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Planning for Business Owners
Buy-Sell Agreements Are Not Enough: Complete Planning for Business Clients (FSP Institute On-Demand)
Program Overview When you help your business-owner client implement a buy-sell agreement, you may think that your job is done, and you can move on. However, for a full-service professional advisor, the real work is just beginning. Can one owner retire 5 years from now? Will the company survive without its founder? How does the [...]
This article appeared in the November 2021 Journal of Financial Service Professionals.
This article appeared in the May 2022 Journal of Financial Service Professionals.
Estate Planning
This article appeared in the July 2021 Journal of Financial Service Professionals.
Accounting & Tax Planning
Estate and Tax Planning for S Corporation Owners (Journal Article)
This article appeared in the January 2023 Journal of Financial Service Professionals.
This article appeared in the January 2023 Journal of Financial Service Professionals.
Program Overview Jim Aussem, JD, AEP, will explore using life insurance as the primary funding mechanism of a comprehensive buy-sell plan. This will address some alternatives such as using a cash accumulation vehicle, or term, or funding through working capital. The various approaches to premium payment including trustee/escrow/partnership structures to avoid multiple policies and possible [...]