Weekly Webinars

Hear from two employee-owner executives whose companies chose an Employee Ownership Trust (EOT), an alternative to an ESOP for their path to employee ownership.

Join us to get a list of 15 items that should be considered by the company's management, ESOP trustee, and valuation firm when performing an ESOP valuation.

Increase business and financial literacy through interactive gameplay!

Get administrative best-practices for your partial ESOP.

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.