June 2012 Estate Planning as Part of an ESOP Transaction Blogs| ESOP, Strategic Advice An often overlooked tax-planning tool is using a family limited partnership (“FLP”) with the tax-deferred sale of stock to an ESOP under Section 1… Read More ButcherJoseph
June 2012 A Refresher on the ESOP Diversification Requirements Blogs| ESOP, Strategic Advice A common question from ESOP sponsors that has been popping up recently is about the diversification requirements in their plan. … Read More ButcherJoseph
February 2012 ESOP Tax-Deferred Rollover Blogs| ESOP, Strategic Advice One factor that might affect your decision to sell is the ability for you to defer capital gains on the sale. … Read More ButcherJoseph
