Thinking about the future of your business? An Employee Stock Ownership Plan (ESOP) could be the solution you’ve been looking for—offering tax advantages, business continuity, and employee incentives while helping you achieve your exit strategy goals.
Join us for this discussion where we’ll slice through the complexities of ESOPs and serve up key insights, including:
✔ How ESOPs work and how to fund them
✔ Major tax benefits and succession planning advantages
✔ How ESOPs impact estate planning and long-term
wealth strategies

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Disclaimer: This presentation has been prepared for the general information of clients and friends of the firm. It is not intended to provide legal advice with respect to any specific matter, nor is it intended to create an attorney-client relationship. Under rules applicable to the professional conduct of attorneys in various jurisdictions, this may be considered attorney advertising material. Kelleher + Holland, LLC Copyright 2023