April 6, 2016
11:30 AM – 1:00PM
TiAmo Italian Ristorante at
6024 S. Sheridan Rd. (61st & Sheridan)
Tulsa, OK 74145
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.