ESOPs: The Overlooked Business Transition Option : SFSP Breakfast Series
Thursday, December 13, 2012 from 7:30 AM to 10:00 AM (CST)
ESOPs: The Overlooked Business Transition Option
Daniel M Zugell, CLU, ChFC, LUTCF – Business Transition Advisors, Inc.
2 Continuing Education Credits (Insurance, Legal and CFP) Applied For
Networking & Continental Breakfast: 7:30 AM
Presentation: 8:00 AM – 10:00 AM
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 your practice as your clients are seeking 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. With the largest transfer of wealth in U.S. history occurring over the next 10-15 years, you owe it to your clients that are concerned about selling their business or about succession planning, to discuss an ESOP as a potential business transfer solution.
Westmoor Country Club
400 South Moorland Road
Brookfield, WI 53005
NOTE: No refunds 2 days prior to the program date; requests for refunds prior to that date will be subject to a $10.00 processing fee. CE credit will not be processed until payment is received
When & Where
Society of Financial Service Professionals - Milwaukee Chapter
For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.
With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.
Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.
Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.