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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

www.ESOPGUY.com

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.

Details

Date:
October 10, 2018
Time:
7:30 am - 9:00 am
Website:
www.gilbertsrisksolutions.com

Organizer

Laura Miklos
Phone:
724.704.7063
Email:
lmiklos@gilbertsrisksolutions.com

Venue

Gilbert’s Risk Solutions
30 E. State St.
Sharon, PA 16146 United States
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Phone:
724-342-6832