This presentation examines how modern Employee Stock Ownership Plans (ESOPs) not only remain a very tax advantaged method of transferring a closely held business to family or key management, but also how current corporate structuring methods and creative financing techniques create unapparelled current and future seller benefits and corporate growth opportunities. Among the discussion points: - The four major ESOP tax advantages – including family estate and charitable planning
- Addressing corporate control and valuation concerns
- How to approach your client/prospect
- Numerous insurance and investment sales opportunities will be highlighted
Two dates to choose from: Tuesday June 25, 2024 at 11:00 am EST or Thursday June 27, 2024 at 11:00 am EST Registration required. Approved for one-hour CFP credit and one-hour PA Life Insurance CE credit. |