Events

Employee ownership provides important challenges and opportunities for strategic planning. This session will be an opportunity to share ideas on what works.

This webinar will help attendees understand the significant requirements that a business owner must fulfill before being able to take advantage of the tax deferral options offered by IRC Section 1042. We will review how an owner of a privately held business can sell a part or all of his or her business to an ESOP and consequently defer the recognition of long-term capital gains taxes from the sale.

Participants will develop their own process improvement plans using 30, 60, and 90-day goals to increase EO engagement, develop ownership culture, and drive overall company performance.

Participants will be able to assess the three conditions for engagement and ways to strengthen them in their own companies.

Discussion of the lessons all ESOP-owned companies, fiduciaries, and advisors should be focusing on in 2021.

Gather fresh ideas and discuss a wide range of topics that by the end of this webinar you may be uttering the phrase “We should do that with our ESOP”!

Recapitalization facilitates the best use of capital without sacrificing a culture of employee ownership and maintains employee ownership in an augmented form.

Weigh the pros and cons of different sale options and strategies for their privately-held businesses

Understand benefits and risks of ESOP being a large share of your overall wealth