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Milwaukee Chapter of the Society of Financial Service Professionals

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 transferring a closely held business from one generation to the next or key management and enhance the practice of financial professionals as their clients seek advice regarding their exit strategy. ESOPs offer many advantages, tax and otherwise, to the selling shareholder who desires full or partial liquidity as well as the sponsoring company, the employees and community. The four major ESOP tax advantages will be discussed in addition to corporate control, structuring alternatives, the state of the art financing techniques and current trends. The numerous applicable investment and insurance related financial products and services opportunities will also be examined.

Café Grace,
11200 W. Burleigh Street
Wauwatosa, WI 53222

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