Latest Past Events

ESOPs: Owners and Employees Win/Tax Man Loses

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While there are several options for ownership succession planning, ESOPs are the only one where the company's employees win, while the tax man loses. Learn how ESOPs provide a wealth creation opportunity for a company's employees while enabling a company to operate on a tax-free basis. https://attendee.gotowebinar.com/register/1184912232295738710  

Maximizing ESOP Benefits: Exploring Advanced Strategies and Opportunities Apr 2024

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You understand the basics of an ESOP but now you want to take a deeper dive into the details, in order to maximize the available benefits. Topics include: Warrants Stock Appreciation Rights Selling a minority percentage of stock Consider joining us to hear more about maximizing the ESOP benefits.