Blue Ridge ESOP Associates Industry News

2018 ASPPA Eastern Regional Conference - Philadelphia

Posted by Blue Ridge ESOP Associates

Apr 25, 2018 11:05:55 AM

2018 ASPPA EasternThe 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

 

Topics: Plan Design