[WEBINAR] Adding Value – The Valuation Game – New Year, New Rules from Ameritas
Wednesday 05/15/2024 at 11:00 am - 12:00 pm CDT
Join us to examine the latest headwinds for successful families and small businesses wanting to mitigate taxes. The focus will be on valuation as the IRS sets its sights on this frontier. Life insurance will play a big role given the recent Connelly case. You will leave this session with practical business ideas to help your clients navigate in this environment.
Feel free to invite your clients, attorneys, CPAs and other trusted financial professionals, non-Ameritas peers and colleagues to this public event.
Join us to examine the latest headwinds for successful families and small businesses wanting to mitigate taxes. The focus will be on valuation as the IRS sets its sights on this frontier. Life insurance will play a big role given the recent Connelly case. You will leave this session with practical business ideas to help your clients navigate in this environment.
Feel free to invite your clients, attorneys, CPAs and other trusted financial professionals, non-Ameritas peers and colleagues to this public event.
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