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Publications

Book: The ESOP Coach: Using ESOPs in Ownership Succession Planning - Kelly Finnell; February 2010

Consider ESOPs as an Estate Plan Component for Business Owners - Kelly Finnell; Andrew Holmes; Estate Planning Journal; September 2014

The ESOP boom in Succession Planning - Kelly Finnell; Employee Benefit Adviser; July 2011

ESOPs and Baby Boomer Business Owners: A Demographic Imperative - Kelly Finnell; AALU Quarterly; Winter 2011

The ESOP Insurance Opp - Kelly Finnell; InsuranceNewsNet; March 2011

ESOP Blindside and How to Protect it - Ted Tafaro; LifeInsuranceSelling; Febuary 2011

(Reprinted): ESOP Blindside and How to Protect it - Ted Tafaro; Inside Business The Hampton Roads Business Journal; Febuary 2011

ESOPs Let Owners Cash In on the Business - Kelly Finnell; InsuranceNewsNet; May 2010

Focus: Kelly Finnell, Executive Financial Services - Jonathan Devin; The Commercial Appeal; April 2010

Pending Tax Increases and Succession Planning: A Coordinated Approach - Kelly Finnell; North America Association of Floor Covering Distributors; Fall 2009

ESOP opportunities - C. Richard Cotton; Memphis Business Journal; October 2009

ESOP Answers: Help Boomer Business Owners Minimize Their Tax Bill - Kelly Finnell; InsuranceNewsNet; March 2009

ESOPs Give Owners Maximum Value, Tax Advantages and More Control - Kelly Finnell; InsuranceNewsNet; June 2008

ESOPS: POWERFUL TOOLS FOR TAX AND FINANCIAL PLANNING - Kelly Finnell, Association for Advanced Life Underwriting; June 2008

ESOPs: Powerful Tools for Tax and Financial Planning - Kelly Finnell and Jared Kaplan; M Financial Group: Journal of Compensation and Benefits; November/December 1997

ESOPs: Estate and Charitable Planning Opportunities - Kelly Finnell; Community Foundation of Greater Memphis; May 1997

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Memphis, TN 38125

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