Advisor Education & Training Center
Business Planning

Putting the One Big Beautiful Bill to Work in Your Business
⏲ 6 min read ⏲ While summaries and analysis of the impact of the One Big Beautiful Bill Act (OBBBA) are readily available, challenges around how to quantify any increased free cash flow for a…

Buy-Sell Strategy: Flexibility Without Administrative Headaches
⏲ 5 min read ⏲ Balancing convenience with long-term flexibility and efficiency in buy-sell planning boils down to one key question: How can we enhance planning flexibility and tax efficiency without increasing administrative complexity or…

Don’t Outgrow Your Business Insurance
⏲ 4 min read ⏲ Best practices exist for a reason, as do products that may cost a bit more but offer superior value. In this real-life example, an insurance solution that is built for…

The Connelly Decision “Easter Egg”
⏲ 4 min read ⏲ The unanticipated reversal of what was thought to be settled law seen in the Supreme Court’s Connelly decision puts all stock redemption buy/sell agreements at risk of insurance proceed inclusion…

The Buy/Sell Cost Basis Conundrum
⏲ 5 min read ⏲ The recent discussion surrounding Stock Redemption Buy/Sell Agreements has been largely focused on clients who anticipate a future estate tax liability. While the driver of this conversation, the Connelly decision,…

Solving the Executive Benefits Gap
⏲ 3 min read ⏲ In the business market, top performers often command a more robust suite of benefits than the rest of the company. Unfortunately for some, that is not always the case. In…

A Buy-Sell Arrangement that Benefits the Living and the Dead
⏲ 6 min read ⏲ It’s a fact: Most business owners will execute a living buyout rather than have a business owner die prematurely. That singular fact makes it critical to have a buy/sell agreement…

A Fresh Approach to an Executive Benefits Strategy
⏲ 6 min read ⏲ If you’ve worked in the business market, you are undoubtedly familiar with Section 162 Bonus Plans. Rather than the traditional life insurance focused approach, this fresh approach delivers something that…

Succession Solutions for Single Owner Businesses
⏲ 5 min read ⏲ The lack of a second business owner does not eliminate the need for effective buy/sell planning. A well thought out, formal agreement with proper funding can still accomplish the owner's…

Key Employee Retention & Retirement – The Disability Insurance Gap
⏲ 2 min read ⏲ In the business market, top performers often command a more robust suite of benefits than the rest of the company. Unfortunately for some, that is not always the case. In…

Key Employee Retention & Retirement – The Life Insurance Gap
⏲ 2 min read ⏲ In the business market, top performers often command a more robust suite of benefits than the rest of the company. Unfortunately for some, that is not always the case. In…

Key Employee Retention & Retirement – The Retirement Gap
⏲ 2 min read ⏲ In the business market, top performers often command a more robust suite of benefits than the rest of the company. Unfortunately for some, that is not always the case...