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FPA Tulsa Financial Planning Meeting – SPRING 2016

April 6, 2016
11:30 AM – 1:00PM

TiAmo Italian Ristorante at
6024 S. Sheridan Rd. (61st & Sheridan)
Tulsa, OK 74145

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Dan Zugell presenting at the Tulsa FPA
Dan Zugell presenting at the Tulsa FPA

Employee Stock Ownership Plans:
An Integrated Planning Approach

Presented by Daniel M. Zugell, CLU, ChFC, LUTCF of Business Transition Advisors, Inc.

This presentation examines how Employee Stock Ownership Plans (ESOPs) can be 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 planners as their clients seek advice regarding their exit strategy.

ESOPs offer many advantages, tax and otherwise, to the selling shareholder, the sponsoring company and the employees, including immediate liquidity (whole or part), no third party interests, significant corporate tax deductions and capital gains tax deferrals.

This presentation also discusses corporate governance, structuring alternatives, financing and related tax planning related to ESOPs.

Additionally, the applicable investment and insurance related financial products will be examined.