Webinar:  Understanding ESOPs

By CSG Staff

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a useful overview of Employee Stock Ownership Plans.

The hour-long presentation touched on key concepts for middle market business owners, including:

  • ESOP Structure & Benefits
  • Establishing Fair Market Value
  • Financing an ESOP
  • Corporate Structures & Tax Efficiency
  • ESOPs & Estate Planning
  • 1042 Rollovers
  • Typical ESOP “Good Fits”
  • Common Misconceptions

Our friends at Vistage have graciously made this content available to all.

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Deal Network Webinar_ Understanding employee stock ownership plans