The annual ASPPA Eastern Regional Conference is being held this week in Philadelphia, PA. Tom Roback will be moderating the following session on Thursday, April 26 from 1:05-2:20 p.m.
Workshop 2: ESOPS-TO USE, OR NOT TO USE, THAT IS THE QUESTION
The agenda will help attendees handle the following
- Determine whether an ESOP is appropriate to accomplish a client's goals
- Explain the succession and tax planning opportunity
- Discuss administrative considerations; and
- Outline steps to implement an ESOP