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Estate Planning
Small Business
Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US
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Larry PonGuest Expert: Larry Pon, CPA,

In this webinar, CPA Larry Pon helped equip financial advisors WITH SMALL BUSINESS CLIENTS with the essential knowledge needed to effectively advise clients on business valuations and redemption ag...

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In this webinar, CPA Larry Pon helped equip financial advisors WITH SMALL BUSINESS CLIENTS with the essential knowledge needed to effectively advise clients on business valuations and redemption agreements for closely held businesses. In light of the recent Supreme Court ruling in Connelly vs. US, this session delved into critical aspects of valuation, redemption agreements, and strategic planning for estate taxes.