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American Independent Financial Group
Home
Individuals
Medicare
Health Insurance (Marketplace)
Businesses
TEL - Tax Efficient Layering
412(e)(3)
CLATS
Employee Benefits
ESOP
ICHRA
MSO
Profit Sharing
Tools & Resources
BLOG
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Folder: Tools & Resources
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Buy-Sell Planning After the Connelly Decision
Business Succession, Tax Strategies, Estate Planning, Legal, Insurance, Business Owners, Legislation, Taxes, Life Insurance Brian Crater 4/16/25 Business Succession, Tax Strategies, Estate Planning, Legal, Insurance, Business Owners, Legislation, Taxes, Life Insurance Brian Crater 4/16/25

Buy-Sell Planning After the Connelly Decision

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The Forfeiture Lawsuit Threat to 401(k) Plans: A Call for Compliance and Proactive Steps
401(k), Legal, ERISA, Compliance, Business Owners, Plan Administration Brian Crater 2/19/25 401(k), Legal, ERISA, Compliance, Business Owners, Plan Administration Brian Crater 2/19/25

The Forfeiture Lawsuit Threat to 401(k) Plans: A Call for Compliance and Proactive Steps

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Secure Act 2.0
ERISA, Business, Business Planning, Employee Benefits, Law, Legislation, Legal Brian Crater 10/14/24 ERISA, Business, Business Planning, Employee Benefits, Law, Legislation, Legal Brian Crater 10/14/24

Secure Act 2.0

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