July 2014
Why should I get my company valued?
It seems like a simple question but a business valuation can be needed for a variety of reasons. …
June 2012
Estate Planning as Part of an ESOP Transaction
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…
June 2012
A Refresher on the ESOP Diversification Requirements
A common question from ESOP sponsors that has been popping up recently is about the diversification requirements in their plan. …
February 2012
ESOP Tax-Deferred Rollover
One factor that might affect your decision to sell is the ability for you to defer capital gains on the sale. …