
- This event has passed.
ESOPs in Ownership Transition
January 12, 2021 @ 11:00 am - 12:00 pm
Did you know:
- That a business owner can sell his or her business on a tax-free basis and continue to be active in the business after the sale?
- That a company can receive a tax deduction for principal payments on a loan?
- That a company can deduct the dividends that it pays on its stock?
- That a for-profit company can operate as a tax-exempt entity?
An Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. After this webinar, attendees will be able to:
- Discuss ESOPs and explain how they work
- Identify the tax advantages that an ESOP provides to a business owner and a sponsoring company
- Demonstrate how an ESOP provides competitive valuation and efficient financing
- Recognize how an ESOP aligns the interests of a business owner and the employees of a company