ESOPs: An attractive succession plan option for dental practices
By Jeannine Pendergast, CPA Senior ESOP Client Advisor, Spinnaker Trust Source: DentistryIQ Employee stock ownership plans are growing in popularity in other industries and gaining
By Jeannine Pendergast, CPA Senior ESOP Client Advisor, Spinnaker Trust Source: DentistryIQ Employee stock ownership plans are growing in popularity in other industries and gaining
January 21-24 – Scottsdale, AZ Forum 400’s 2017 Annual Meeting will bring together the best life insurance minds in the country for three days of networking
Location & Time: TND – January 18, 2017 The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible,
January 9 -13, 2017 – Orlando, FL As the premiere conference for estate planning professionals, the Heckerling Institute on Estate Planning provides unparalleled educational and professional
November 15 @ 3:30 pm – 5:30 pm – Milwaukee WI This presentation examines how Employee Stock Ownership Plans (ESOPs) are a very tax advantaged method of
November 16-18 – Atlanta, GA The Small Business Conference will kick-off on Wednesday, November 16, with an Opening Plenary Session featuring a moderated panel with leaders from
Marsh, Berry & Co. Inc., a Cleveland-area consulting and investment banking firm focused on the insurance industry, announced that the firm has become 100 percent
Jacob Laxen from the Coloraroan – October 10, 2016 On the eve of the country’s largest beer event, employees from five different breweries toasted in a cheers of
Jacob Laxen from the Coloraroan – October 5, 2016 For the first time ever, Odell Brewing will be serving beer from another brewery. Beers from fellow craft brewers New
WASHINGTON, DC–(Marketwired – October 04, 2016) – The ESOP Association proudly kicks off Employee Ownership Month by announcing it has presented the prestigious Silver ESOP
An ESOP is the only tax-qualified retirement plan that may borrow money. Both principal and interest, subject to limits, on debt incurred to purchase stock
A Crowdsourced Succession Solution By Amber Seitz from Wisconsin Banker – Wisconsin Bankers Association Ownership succession is a critical concern for closely held financial institutions.
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