We invite you to attend our Business Succession Planning Event to educate participants on the topic of business succession strategies and using life insurance as a funding vehicle. We will discuss specific business succession techniques and the tax ramifications that may arise in such planning. This course discusses business succession planning. Upon completion of this course, participants will:
- Understand the pros and cons of using life insurance as a funding vehicle.
- Understand the different types of buy-sell agreements.
- Be aware of the potential tax ramifications that surround succession planning and the potential tax consequences based on the decisions made.
- Define 3 different case examples of business succession planning.
Guest Speaker: Renee Caputi, JD, MBA, LLM*
Renee is a trusted advisor who specializes in helping clients navigate the complex worlds of Income Taxation, Estate Taxation & Asset Protection.
*Renee Caputi is Licensed but not practicing on behalf of Massachusetts Mutual Life Insurance Company. Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. The information provided is not written or intended as specific tax or legal advice. MassMutual, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 2400 E Commercial Blvd, 11th Floor, Fort Lauderdale, FL 33308. CRN202004-210621 AS5013