ESOPs as a Business Succession Planning Tool

8 a.m. registration - 8:30 to 10:30 a.m. program

Employee Stock Ownership Plans, or ESOPs, can be beneficial for both employees and employers yet the details can initially appear complicated and intimidating. This seminar will explain everything from the basics of how ESOPs function as a business succession planning tool to the taxation of an ESOP deal for selling shareholders and company planning. Other topics to be discussed include:

• The profile of good ESOP candidates
• What to be aware of when working with ESOPs
• Moving forward as an ESOP company
• Demographic trends
• Evaluating the feasibility of an ESOP transaction

Speakers:

Harvey M. Katz

Mark A. Flinchum – Katz, Sapper & Miller

Andy Manchir – Katz, Sapper & Miller