Events

Recent Federal legislation resulted in increased long-term capital gains tax rates. As a result, more business owners are expressing their interest for tax-deferred sales to ESOPs. As the selling shareholder to an ESOP, you have the option to pay the capital gains tax created by the sale, or if you are eligible, you can elect section §1042 of the Internal Revenue Code. Electing §1042 allows the selling shareholder(s) to defer the capital gains tax in connection with the sale to an ESOP, and if structured properly would result in a permanent avoidance of paying the capital gains tax. 

Both ESOP and non-ESOP companies regularly provide employees with some form of individual equity compensation. What kinds of equity plans are there? How do you determine which to use? How do you decide how much to give to which people under what conditions?

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.  

The webinar reviews the different ways to finance an ESOP including the different sources of capital, how they differ from each other and when one may be more appropriate than another.  We also discuss current market conditions for the various types of ESOP financing available. 

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.  

This webinar will help you address an important question — will you have enough savings to retire or leave your job. You are working hard to save today but it is a great idea to check in to see whether you can replace your salary down the road. This webinar will take you through a quick guide to determine whether you will have enough income during your golden years. If you are on the wrong road, it may be necessary to course correct. You will learn tips to improve financial wellness today and improve your chances of retirement success. 

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.  

Most, if not all, ESOP companies also have a 401(k) plan. Employers should view these two programs together – not separately. This webinar will give you an overview of the process.

As ESOPs mature, the rules they started out with for distributions, allocations, vesting, participation, rebalancing shares, account segregation, and other issues may no longer be optimal. You may also want to change plan providers, including appraisers or hiring an institutional trustee. This webinar will explore what the law allows and requires you to do when making plan changes.