Financial/Tax and Other Planning Opportunities Pre & Post ESOP Transaction

This presentation provides an overview of key financial, tax, and estate planning considerations before and after an ESOP transaction. Topics will include pre-transaction strategies to help owners prepare for a successful transition, as well as post-transaction planning opportunities to manage liquidity, taxes, and long-term wealth objectives. The session will also explore Section 1042 rollover investments and related estate planning techniques designed to preserve, transfer, and maximize value for business owners and their families.

Additional Speakers:

Andrew Duncan, VP, Censeo Advisors
Nick Burrows, CEO/President, Metalworking Solutions, Inc.
Will Clegg, Partner, HHM CPAs

For more information, view the event details.