Description

This session will dive deep into the tax and accounting attributes of an ESOP including examples and discussion on when the ESOP can be an attractive liquidity strategy for private businesses, partnerships, and divestiture.

Learning Objectives:

• Understanding the personal, corporate, and retiree tax benefits of an ESOP
• Understanding how an owner achieves fair market value, cash over time, and equity incentives in an ESOP
• Understanding how an ESOP benefits management
• Understand how an ESOP benefits employees

Speaker(s):

• Mary Josephs, Founder and CEO, Verit Advisors LLC