Business Buy/Sell - Financial Strategies Group

…Custom Solutions for the Affluent

Business Buy/Sell Agreements after the Supreme Court Ruling

If your buy/sell hasn’t been reviewed after June 2024, there could be unintended consequences if one of the partners passes away.

FSG can help design a properly drafted buy/sell utilizing your current attorney and discuss the best funding options to choose from.

If you would like to read the decision yourself, you can download it at the link below.

In The News

How to Leverage Old Annuities to Provide More for Your Heirs

August 2020
FSG, offers opportunities to leverage previously purchased annuities to give greater, fully guaranteed funds to heirs.

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org/ http://www.sipc.org/
BrokerCheck https://brokercheck.finra.org/

https://leadersgroup.net/conflicts-disclosures/

https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf