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Gilbert’s Coffee Talk: ESOPs – Building Value in your Business
October 10, 2018 @ 7:30 am - 9:00 am
Gilbert’s Risk Solutions in partnership with HBK – Hill, Barth & King, LLC present:
Employee Stock Ownership Plans: Latest Trends and Opportunities
Presenter: Daniel M. Zugell, CLU, CHFC, LUTCF, AEP
SENIOR VICE PRESIDENT, BTA – Business Transition Advisors
This presentation examines how modern Employee Stock Ownership Plans (ESOPs) not only remain a very tax advantaged method of transferring a closely held business from one generation to the next or key management but also how current corporate structuring methods and creative financing techniques create unparalleled current and future seller benefits and corporate growth opportunities. Additionally, the four major ESOP tax advantages will be discussed in addition to corporate control and valuation. The offering will also address the gift, estate planning and wealth transfer benefits associated with ESOPs.