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Training Calendar

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Pacific Life Strategic Alliances Series

Introduction to Management Service Organizations: A Business Structure to Create Unique Tax Outcomes

Tax efficiency, liquidity, and long-term planning are ongoing priorities for many business owners. A valuable opportunity may lie in the strategic use of a Management Service Organization (MSO). An MSO can create tax efficiencies and open the door to fundinglong-term planning strategies. So how can you leverage this approach to support your business owner clients’ current and future planning goals?

Join us as we discuss:

  •  Key planning considerations for integrating MSOs into long-term business and estate-planning strategies.
  • How an MSO structure may help lower current taxable income and reduce future tax exposure upon liquidation.
  • Ways to redirect cash flow into personally owned or trust-owned life insurance to help address future tax needs.

 Date: Thursday March 26 2026
Filed for 1 hour of CPE, CFP, PRP, and IWI* Credit
Time: 2:00 PM ET | 1:00 PM CT | 12:00 PM MT | 11:00 AM PT

Speakers:

Vincent Mora, JD
Senior Associate Attorney

Dinsmore & Shohl LLP

Vincent earned his bachelor’s degree in economics from Ohio State University. He went on to earn his juris doctor from Capital University Law School.

Ryan Patton, JD, MBA
Field Director, Advanced Designs

Pacific Life Insurance Company

Ryan earned his bachelor’s degree in economics from Ohio State University. He went on to earn his MBA in finance from Ashland University, and juris doctor from Capital University Law School.

REGISTER HERE

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Topic: TUESDAY TIPS AND TRICKS

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Coffee Talk:

Life Insurance Advanced Designs Using the 1202 Exclusion

Join us for a quick 15‑minute “coffee talk” webinar on one of the most powerful tax planning opportunities available to C‑corporation owners.


In this focused session on IRC Section 1202 (Qualified Small Business Stock), we’ll cover how shareholders may exclude up to 100% of capital gains on the sale of their business—plus key eligibility rules, planning strategies, and where life insurance may fit in

Presented by Monica Rhee, JD, LLLM, AVP Advanced Design

 Date: Tuesday, April 14, 2026
Time: 12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 09:00 AM PT

Speaker: Monica Rhee, JD, LLM, AVP, Advanced Designs Unit, Pacific Life

REGISTER HERE

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