Smart Ways To Monetize a Life’s Work
Roseland, NJ 07068-1600
8 to 10 a.m.
Harvey Katz and Carolyn Lloyd-Cohen will take part in this discussion on how to use qualified plans to tax-effectively strategize your succession plan. Topics of discussion include:
- When to begin planning for succession?
- Qualified plan designs to supplement buy-out and retirement needs/wants
- Create your own buyer with Employee Stock Ownership Plans (ESOPs)
- Pot sweeteners for management team and key employees for retention
Harvey Katz, Esq., Partner and Co-Chair of Employee Benefits Practice at Fox Rothschild LLP
Carolyn Lloyd-Cohen, CLU, ChFC, AEP, AIF®, Principal and Founder of Carolyn Lloyd-Cohen LLC/Preferred Pensions LLC