2019-6 Employee Stock Ownership Plans
2019-6 Employee Stock Ownership Plans
Name:
2019-6 Employee Stock Ownership Plans
Date:
June 14, 2019
Time:
8:00 AM - 9:00 AM EDT
Registration:
Register Now
Event Description:
Employee Stock Ownership Plans: Modern Plan Design for Contractors
Presenter: Daniel M. Zugell, Senior Vice President
Business Transition Advisors, Inc.
This presentation examines how modern Employee Stock Ownership Plans (ESOPs) not only remain a very tax advantaged method of transferring a closely held construction business to family or key management but also how current ESOP structuring methods and creative financing techniques create unapparelled current and future seller benefits and corporate growth opportunities applicable to the construction industry. Additionally, the four major ESOP tax advantages including family and charitable estate planning techniques will be discussed in addition to addressing corporate control and valuation concerns.
Dan is Senior Vice President of the national consulting firm, Business Transition Advisors, Inc. (BTA) and oversees the Central U.S division. BTA is a nationally recognized firm dedicated to assisting owners of closely held businesses with their business succession and liquidity planning with nationally recognized expertise in the education, design and implementation of Employee Stock Ownership Plans (ESOPs).
Presenter: Daniel M. Zugell, Senior Vice President
Business Transition Advisors, Inc.
This presentation examines how modern Employee Stock Ownership Plans (ESOPs) not only remain a very tax advantaged method of transferring a closely held construction business to family or key management but also how current ESOP structuring methods and creative financing techniques create unapparelled current and future seller benefits and corporate growth opportunities applicable to the construction industry. Additionally, the four major ESOP tax advantages including family and charitable estate planning techniques will be discussed in addition to addressing corporate control and valuation concerns.
Dan is Senior Vice President of the national consulting firm, Business Transition Advisors, Inc. (BTA) and oversees the Central U.S division. BTA is a nationally recognized firm dedicated to assisting owners of closely held businesses with their business succession and liquidity planning with nationally recognized expertise in the education, design and implementation of Employee Stock Ownership Plans (ESOPs).
