Thursday, March 26, 2020, 1:30 PM - 3:00 PM (Eastern)

Not available for the live online class? Pre-order the on-demand recording!

Have an ESOP or considering implementing one? Learn how to maximize your ESOP benefits!

Gain a practical understanding of ESOP design and transaction basics, as well as the various tax advantages used today to maximize your ESOP experience.

Join Robert Massengill and explore how ESOPs are used alone and in combination with other internal strategies to assure controlled and tax-efficient ownership transitions. You'll cover best practices for evaluating and implementing ESOP transactions as well as:

• What is an ESOP and how does it work?
• Capital sources for ESOP transactions
• Case studies of ownership structures with ESOPs
• Valuation update for engineering firms
• Important Regulatory update concerning ESOP transactions

Presenter: Robert E. Massengill, Managing Director,Pilot Hill Advisors LLC