NAIFA – Oklahoma, Inc.
NAIFA, the professional association for America's insurance and financial advisors.
42 events found.
Calendar of Events
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Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting |
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Agenda 11:00 am - Continuing Education course "Reshaping Buy-Sell Planning after Connelly: legal and practical considerations", #6000194972. The US Supreme Court's 2024 decision in Connelly v. U.S. upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide […] |
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