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Your Free One-Pager: Key Insights on Connelly v. U.S.
The recent Connelly v. U.S. decision has introduced significant challenges for business owners with buy-sell agreements, particularly those involving redemption plans.
To help you navigate these changes, we’re offering a free downloadable guide that summarizes the critical aspects of the Connelly case and provides actionable next steps for business owners. This client-facing document is a valuable resource to guide your discussions and ensure your clients are well-prepared.
Key Implications
How the Connelly ruling affects buy-sell agreements and estate tax liabilities.
Actionable Steps
Guidance on reviewing and potentially restructuring buy-sell agreements in light of the decision.
Expert Recommendations
Advice on avoiding common pitfalls like the transfer-for-value rule.
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