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Author: Bryce Schuler, CFP
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Year-End Tax Planning Tips

2024 has been a year of uncertainty. The world endured several surprise wars, a jittery economy, and an indecisive Federal Reserve. Headlines wavered between impending doom and potential boon. Our two Presidential candidates espoused divergent visions of our country’s future. Even fundamental economic principles, such as the relationship between growth and inflation, were called into question.
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Connelly Ruling: What’s Next for Buy-Sell Agreements?

On June 6th, a little-known court ruling reshaped buy-sell agreements between business partners. Connelly v. United States involved two brothers, a business transition, and a valuation dispute. The Supreme Court ultimately ruled that company-owned life insurance increases a company’s value for tax purposes.
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