August 2024
Using IRC Section 1042 for Retirement and Exit Planning for Business Owners
ButcherJoseph & Co. Managing Director Albert del Pilar speaks with the Journal of Financial Planning about IRC Section 1042 as a strategic tool for retirement and exit planning for business owners. He highlights the benefits of Section 1042 of the Internal Revenue Code and explains how financial planners can offer significant value to business-owning clients by introducing an ESOP as an exit strategy during retirement or exit planning discussions.
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