Smooth Ownership Transitions
Attend our webinar about the benefits of Special Purpose Buy/Sell LLCs
For businesses with two or more owners, you must be prepared for eventual ownership transitions. Whether an owner wants to be bought out or experiences an untimely passing, creating a plan now will save many headaches later.
Join us as industry experts including Cory Howes from Strauss Law and Ken Moorefield from Raymond James Insurance walk you through options for buy-sell planning, including the Special Purpose Buy/Sell LLC strategy.
Attend this webinar and learn how to:
• Avoid pitfalls of not having a plan in place
• Receive significant tax benefits and protections
• Enjoy added layers of protection against creditors
• Reduce the number of life insurance policies needed
• Minimize premium inequities among partners
• Utilize cash value of policies to help fund retirement
Join us as industry experts including Cory Howes from Strauss Law and Ken Moorefield from Raymond James Insurance walk you through options for buy-sell planning, including the Special Purpose Buy/Sell LLC strategy.
Attend this webinar and learn how to:
• Avoid pitfalls of not having a plan in place
• Receive significant tax benefits and protections
• Enjoy added layers of protection against creditors
• Reduce the number of life insurance policies needed
• Minimize premium inequities among partners
• Utilize cash value of policies to help fund retirement
Why Attend?
In this video, Dave Hunt of Milestone Wealth explains the benefits of attending the webinar, including smooth ownership transitions with potential tax and life insurance premium savings.
Learn more about the experts who will be speaking and the guidance they will share with you to benefit your business.
Learn more about the experts who will be speaking and the guidance they will share with you to benefit your business.
Are you prepared for a transition?
Join us on July 26th to position your business for success.