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This panel 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.

There are several paths you can take to transition the ownership of your business. This session will evaluate employee ownership and if selling your business to an Employee Stock Ownership Plan is right for you.

Join this webinar to review the key factors to ESOP sustainability.

Employee Ownership Month will be upon us shortly, but it's not too late to celebrate. Whether you haven't thought about any planning or have your whole month outlined and ready to go, this interactive session will leave you with plenty of high-value, low-effort ideas. This session will be broken into small group discussions led by members of the Innovative Communication Coalition (ICC) leadership team and NCEO staff. Come prepared to participate and share your ideas, too!

Since the turn of the millenium, the workforce has changed drastically. New generations have brought a shift in values with them—ranking cultural values far more important than compensation and benefits. In this session, author and Emplify Chief People Officer and Co-founder, Adam Weber, shares practical solutions for people leaders at ESOPs.

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

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

Discuss recent focus areas by the DOL and plaintiffs’ firms in ESOP related litigation. 

Learn  an overview of LTIP plans, including why and how they are used at ESOP-owned businesses.

Valuation Is Essential To The Employee Ownership Process