EXCLUSIVE DMI WEBINAR

ADVANCED PLANNING BUSINESS ROUNDTABLE

New Information in a Post-Connelly Era

LIVE TUESDAY | NOON ET | Apr 15 | 60 mins

The rules just changed. What you don’t know can hurt.

The Supreme Court’s Connelly decision has sent shockwaves through traditional buy-sell and estate planning strategies. Life insurance funding that once offered tax advantages may now trigger unexpected estate tax liabilities—unless you’re prepared.

Join industry veterans Tom Perrone, Ed Pratesi, and Paul Hood for a high-impact
roundtable tackling the fallout—and the new rules of engagement—in advanced business planning.

Whether you’re a financial advisor, estate planner, or insurance professional, this is the guidance your business-owner clients can’t afford to miss.

This isn’t theory. It’s real-world, advisor-ready insight to protect your business-owner clients—and your reputation.

Featured Presenters

TOM PERRONE
President & Founder, New England Consulting Group of Guilford, Inc.

Get in the game with one of the winningest veteran coaches in the business. For over 50 years, Tom Perrone has been guiding business owners and their advisors in the various areas of business planning. He’s built a turn-key marketing system targeting the right business owners and is a published author as well as podcaster.

L. PAUL HOOD, JR., JD, LL.M.
Nationally Recognized Estate Planning & Tax Attorney

With over 500 published articles and nine books to his name, Paul Hood is a nationally recognized expert in estate and tax planning, business valuation, and charitable planning. He is known for making complex topics both understandable and engaging. A frequent contributor to Leimberg Information Services and a former law professor, Paul brings decades of real-world experience and no-nonsense insight to every conversation.

ED PRATESI
BUSINESS VALUATION & TRANSITION STRATEGIES EXPERT
Valuation & Transition Strategies, LLC

Since 1995 I have completed hundreds of valuation and advisory engagements for private company clients. Areas of specialty include estate and gift tax, minority interest transactions, charitable contributions, intangible assets, asset holding companies, Section 409A compliance, merger & acquisition advisory, and Personal Goodwill allocation studies.

JOSH RHEM
DMI Vice President – Life Sales

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan.

WHAT YOU’LL LEARN:

Understand how Connelly v. U.S. changes entity-owned buy-sell plans
Discover smarter alternatives: Cross-purchase, MMLLCs, No-Sell Strategies
Learn how to protect your clients from unintentional tax exposure
Walk away with immediate actions to future-proof your planning

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected.

What You'll Learn

Understand how Connelly v. U.S. changes entity-owned buy-sell plans
Discover smarter alternatives: Cross-purchase, MMLLCs, No-Sell Strategies
Learn how to protect your clients from unintentional tax exposure
Walk away with immediate actions to future-proof your planning

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