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ESOP, Business Succession, and Tax Planning: Key Considerations

Posted by Meaden & Moore on Apr 27, 2023 10:00:56 AM

May 23, 2023 - 12:00 PM to 1:30 PM

The enactment of the 2023 Omnibus Bill, a comprehensive spending bill funding the federal government for the fiscal year 2023, is presenting a huge advantage for Employee Stock Ownership Plan (ESOP). The Omnibus Bill enumerates several provisions aimed at educating businesses and workers and providing clarity and transparency in creating and administering an ESOP.

While ESOP is a powerful tool for business succession, especially for startups, and as more and more turn to ESOP as a viable corporate finance technique, it is crucial to understand its pros and cons and be up to date with regulatory developments to avoid potential pitfalls.

In this CLE Webcast, The Knowledge Group presents a panel of thought leaders and professionals for a dynamic discussion of the key developments and significant issues surrounding ESOP, succession planning, and their tax implications. The esteemed speakers will provide an in-depth analysis of their benefits and share insights into what makes for a valuable investment in ESOP.



David R. Johanson

Michelle H. Buckley, CPA, AIFA

Play Recording.

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