Family Business Succession Planning After Connelly : Legal and Practical Considerations

Webinar Description

The United States Supreme Court’s 2024 decision in Connelly v. U.S. potentially affects buy-sell planning for millions of businesses. In this presentation, we will examine the tax, legal and practical implications of this decision, taking into account the real-life statistics of thousands of buy-sell agreement reviews and informal business valuations provided by Principal® during the past decade.

Presenter(s)

April Caudill, J.D., CLU®, ChFC®, AEP®

Principal Financial Group

April Caudill, J.D., CLU®, ChFC®, AEP® (Distinguished) is a Director of Business and Advanced Solutions at Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. The Principal Advanced Solutions team offers consulting services in the business market, including informal business valuations, buy-sell agreement reviews, business succession planning, key employee benefits, and estate planning for business owners and their key employees.

Prior to joining Principal in 2015, April was an advanced planning attorney for two other major carriers, and was the managing editor of Tax Facts at the National Underwriter Company, where she worked for 19 years. She was the national president of the Society of Financial Service Professionals in 2012, and the recipient of its Kenneth Black, Jr. Leadership Award in 2014.

In 2024, the National Association of Estate Planners & Councils inducted April into its Hall of Fame. A prolific author, she is a three-time winner of the Ken Black Jr. Journal Author Award in 2002, 2018, and 2020.  In addition to Tax Facts and dozens of articles in the Journal of Financial Service Professionals, April has contributed to a number of other publications. She is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law, and is licensed to practice law in Ohio.

Educational Track and Level

Schedule

12:00 pm - 1:00 pm - Presentation and Q&A

Registration Fees

Members - $0

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