ESOP Blogs & Related News | ButcherJoseph & Co.

Category: ESOP

May 2013

Defer Long Term Capital Gains Taxes: Using a Margin Loan [Part 3]

This post provides an example of how a selling shareholder can use Section 1042 to create liquidity by implementing a margin loan. …

ButcherJoseph

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…

ButcherJoseph

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. …

ButcherJoseph

March 2012

Butcher Joseph Hayes Advises on Sale to ESOP

Butcher Joseph Hayes served as exclusive financial advisor to Kelly, Anderson and Associates on its most recent sale to their ESOP. …

Joseph Strycharz

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. …

ButcherJoseph

February 2012

Butcher Joseph Hayes Serves as Exclusive Financial Advisor in ESOP for The Spinx Company

Stewart Spinks completed a partial sale of The Spinx Company to an ESOP with advisement and structuring support from Butcher Joseph Hayes, a merchant …

Keith Butcher

January 2012

Why ESOP? What are ESOP Advantages? ESOP Dividends, ESOP Tax Advantages and more

An ESOP is an acronym for Employee Stock Ownership Plan – a tool used to provide employees of a company with a retirement benefit through a plan who…

ButcherJoseph

January 2012

Defining ESOP and what it can be

ESOPs provide employees of a company with a retirement benefit through a plan whose value is based upon the financial performance of the company. …

ButcherJoseph

August 2011

ESOPs as a private equity exit vehicle

ESOPs can provide an alternative for private equity firms seeking liquidity with respect to portfolio company investments while offering tremendous ta…

ButcherJoseph

« First ‹ Prev 8 9 1011

Defer Long Term Capital Gains Taxes: Using a Margin Loan [Part 3]

Estate Planning as Part of an ESOP Transaction

A Refresher on the ESOP Diversification Requirements

Butcher Joseph Hayes Advises on Sale to ESOP

ESOP Tax-Deferred Rollover

Butcher Joseph Hayes Serves as Exclusive Financial Advisor in ESOP for The Spinx Company

Why ESOP? What are ESOP Advantages? ESOP Dividends, ESOP Tax Advantages and more

Defining ESOP and what it can be

ESOPs as a private equity exit vehicle

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