Webinar:  Understanding ESOPs

By CSG Staff

September 3, 2020

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a useful overview of employee stock ownership plans (ESOPs).

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.

Watch Now

CSG - Understanding ESOPs (Vistage Atlanta 26Aug20)