Training Calendar

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Topic: TUESDAY TIPS AND TRICKS

Invite others by using the Public Part of our Website

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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

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