Not your Old School Employee Stock Ownership Plan! Modern Design, Creative Trends and Advisor Opportunities

Date: Thursday, March 23, 2023
Time: 11:30am - 1:30pm
Location: Duquesne Club
Speaker: Daniel M. Zugell, CLU, ChFC, LUTCF, AEP Director/Senior Vice President Business Transition Advisors, Inc.

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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.  The four major ESOP tax advantages including family estate and charitable planning will be discussed in addition to addressing corporate control and valuation concerns and how to approach your client/prospect.  Additionally, the numerous insurance and investment sales opportunities will be highlighted.

Read "Dan The ESOP Man" Zugell's bio here.

1 CFP, CLE and CPE credit available.

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