Category: Plan

ESOP – A Superb Planning Device

Introduction Employee Stock Ownership Plans (ESOPs) present the best planning opportunity for owners and managers of closely-held businesses available within our whole tax system.  Congress has long favored employee ownership and ESOP is the means it has chosen to induce more »

ESOP Feasability

Of course every situation involving ownership of closely held businesses is different and necessitates different approaches. And of course, planning alternatives abound. Some are good, yet many, if not most, will fall far short of desired goals. That’s why it’s more »