Webinar: The Modern ESOP: Creating Tax Efficiency, Driving Growth & Leveraging Unique Transition Strategies for Successful Business Owners
1.0 Credits
Member Price $0.00
Non-Member Price $34.00
Overview
This presentation examines how modern Employee Stock Ownership Plans (ESOPs), the private equity alternative, not only remains a very tax advantaged method of transferring a closely held business to family or key management but also how current corporate structuring methods and creative financing techniques create unapparelled current and future seller benefits and corporate growth opportunities. ESOPs provide life-changing retirement benefits and job protection to employees while preserving the sellers’ community and family legacies. The four major ESOP tax advantages including family estate and charitable planning will be discussed in addition to addressing corporate control and valuation concerns.
Sponsored by Bayntree
Designed For
This webinar is complimentary for ASCPA members. Login instructions will be sent 24 hours prior to the event.
Objectives
Leader(s):
Leader Bios
Brian Hartstein, MSFS, CLU, ChFC, Bayntree Wealth Advisors
Brian Hartstein, MSFS, CLU®, CHFC®, CPFA, is a Partner at Bayntree Wealth Advisors. He brings three decades of experience in tax, business, and retirement planning, and specializes in helping business owners maximize their pre-tax dollars as effectively as possible.
Hartstein is a national speaker at industry conferences for CPAs and tax professionals and has been featured in publications, including Accounting Today, the Journal of Financial Planning, the Journal of Financial Service Professionals, the Arizona Republic, 401K Specialist Magazine and more, where he shares his wisdom with others in the accounting industry.
A former president of the Financial Planning Association of Greater Phoenix, Hartstein’s leadership also extends to multiple boards, including the Phoenix Tax Workshop and First Financial Resources. Additionally, he is a member of the Society of Financial Service Professionals whose goal is to help financial service professionals deliver the highest level of client service possible.
Originally from New Jersey, Hartstein is a third-generation financial professional. He earned his bachelor’s degree from Lafayette College in Pennsylvania and his master’s degree in financial services from The American College of Financial Services®. Outside of the office, Brian enjoys spending time with his wife and three sons, reading, traveling, mountain biking, paddle boarding, and live music.
Non-Member Price $34.00
Member Price $0.00