This event has completed.
1:00 PM - 2:00 PM EST
ADFP Lunch & Learn Webinar: Using a Cash Balance Plan to Navigate a Business Partner Divorce: Protect Cash Flow & Minimize Taxes
12/2/20251:00 PM - 2:00 PM EST
Event Description
Join us for the final webinar in the 2025 ADFP Lunch & Learn Series, Using a Cash Balance Plan to Navigate a Business Partner Divorce: Protect Cash Flow & Minimize Taxes, on December 2, 2025 at 1:00 PM EST.
Divorcing a business partner, whether through a legal separation or buyout, can create complex challenges around cash flow, taxation, and long-term business viability. But few business owners or advisors realize that a cash balance plan can be a strategic tool in this transition.
In this webinar, Larry R. Blades, M.A., B.S., CEO of Oakwood Summit, LLC and Retirements and Investment SOlutions, LLC, will explore how to use a cash balance plan to structure a tax-deductible buyout, preserve business cash flow, and secure the financial future of the remaining owner(s). This is a must-attend for financial advisors, CPAs, attorneys and business owners navigating or advising on business partner exits.
Learning objectives/goals
• Discuss the financial and tax implications of a business partner divorce or buyout
• Identify how a cash balance plan can be structured to facilitate a tax-efficient transfer of assets or ownership
• Evaluate scenarios where a cash balance plan preserves cash flow while funding a partner exit
• Apply strategies to use retirement contributions as part of a buyout structure with long-term planning benefits
• Educate business owners on how to integrate a cash balance plan into their business continuity or succession planning process
All attendees are eligible to earn one hour of CDFA Continuing Education credit.
Divorcing a business partner, whether through a legal separation or buyout, can create complex challenges around cash flow, taxation, and long-term business viability. But few business owners or advisors realize that a cash balance plan can be a strategic tool in this transition.
In this webinar, Larry R. Blades, M.A., B.S., CEO of Oakwood Summit, LLC and Retirements and Investment SOlutions, LLC, will explore how to use a cash balance plan to structure a tax-deductible buyout, preserve business cash flow, and secure the financial future of the remaining owner(s). This is a must-attend for financial advisors, CPAs, attorneys and business owners navigating or advising on business partner exits.
Learning objectives/goals
• Discuss the financial and tax implications of a business partner divorce or buyout
• Identify how a cash balance plan can be structured to facilitate a tax-efficient transfer of assets or ownership
• Evaluate scenarios where a cash balance plan preserves cash flow while funding a partner exit
• Apply strategies to use retirement contributions as part of a buyout structure with long-term planning benefits
• Educate business owners on how to integrate a cash balance plan into their business continuity or succession planning process
All attendees are eligible to earn one hour of CDFA Continuing Education credit.