What Every Attorney & CPA Should Know About ESOPs

July 18, 2014
Professional Roundtable Breakfast
Garden City, NY

Harvey Katz will be a special presenter speaking to practicing attorneys, accountants and allied professionals on "What Every Attorney & CPA Should Know About ESOPs" at the Professional Roundtable Breakfast at the Garden City Hyatt Place on Friday July 18, 2014.

Katz will be speaking on the basic functions of Employee Stock Ownership Plans (ESOPs) as business succession planning tools, as well as company planning and the taxation of ESOP deals when selling shareholders. Other topics featured at this event include the following:

  • Demographic trends that make ESOPs increasingly more valuable
  • The basic legal requirements and steps toward ESOP implementation
  • The profile of good ESOP candidates
  • Common misconceptions about ESOPs and the feasibility of an ESOP transaction