Schedule of Events

May 27 Webinar

  • Wednesday May 27, 2020
  • Start Time: 12:00PM
  • End Time: 1:00PM

FPA Austin May 27 Webinar Meeting

Wednesday, May 27, 2020
12:00 – 1:00 pm

Topic: Advanced Buy-Sell Planning

Speaker: Matt Erpelding, Advanced Markets Team Lead

Buy-sell planning for businesses with more than two owners presents challenges specific to tax benefits and policy management.  This presentation introduces a strategy that captures the best attributes of a cross-purchase and entity purchase buy-sell agreement.

    Continuing Education1 CE approved

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