Browse by Category

Browse

On May 31, 2019, Bloomberg Tax restructured its learning management system. If you are having any problems logging in, please email: credits@bna.com. We apologize for any inconvenience.

Advanced Planning Presents: We Mean Business - Planning for Business Owners & Key Employees

Date / Time

Venue

This is a virtual event, accessible online. Access instructions will be provided after registration.

Description

This is a complimentary program sponsored by Northwestern Mutual.

When is it ok to set up a buy-sell plan so that the buyer is not the owner and beneficiary of the insurance policy? To what extent can employers put restrictions on a bonus plan in case the employee quits early? How can parties avoid penalties under 409A deferred compensation rules? And how does split dollar fit in with all this anyway?

Join us for this webinar, where we’ll address questions such as these and other topics around business succession planning and nonqualified benefit plans.

Educational Objectives:

• Understand advantages and disadvantages of alternative buy-sell arrangements.
• Understand different methods for funding buy-sell arrangments.
• Understand tax and ERISA considerations of nonqualified deferred compensation.
• Understand tax and structure of split dollar and bonus plans.

Who would benefit most from attending this program?

This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about buy-sell planning and nonqualified employee benefits. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation.   

Presenters

Christina Hamati, JD, CLU®, CFP®, ChFC®, RICP®
  • Attorney – Advanced Planning
  • Northwestern Mutual

Christina joined Northwestern Mutual in 2014 after working in private practice at a law firm. Christina’s experience includes consulting, presenting, training financial advisors, and writing on issues related to financial planning, insurance, planning for business owners, trusts and estates, retirement planning, charitable giving, and tax planning. She currently leads Advanced Planning’s business planning schools. She has a bachelor’s degree from the University of Michigan and a law degree from the University of Wisconsin. She is extremely committed to community involvement and giving back.

Daniel R. Finn, JD, CLU®, CFP®
  • Senior Director – Advanced Planning
  • Northwestern Mutual

Dan joined Northwestern Mutual in 1998. Previously, Dan specialized in estate planning at a general practice law firm and did civil litigation at an insurance defense firm. He routinely consults with Northwestern Mutual Financial Representatives and other professional advisors on estate planning, business planning, employee compensation and related gift, estate, generation skipping and income tax topics.

Kenneth P. Elbert, JD, CLU®, CFP®
  • Senior Director – Advanced Planning
  • Northwestern Mutual

Ken joined Northwestern Mutual in 1999. Previously, Ken practiced law at the law firm of Kirkland & Ellis, after which he served as corporate counsel for an oil and gas firm before specializing in estate planning in private practice. He routinely consults with Northwestern Mutual Financial Representatives and other professional advisors on estate planning, business planning, employee compensation and related gift, estate, generation skipping and income tax topics.

Continuing Education

Credits:
General COA, 3.0 CFP, Up to 3.0 CLE, 3.0 CPE
Practice Areas:
Field of Study: Taxes
Prerequisite:
• A basic understanding of income taxation. • A basic legal and tax understanding of nonqualified benefit plans. • A basic understanding of buy-sell planning.
Level:
Intermediate
Production Date:
11/21/2019