The ESOP group at UBS has specialized in §1042 rollovers and wealth management. The team views the ESOP transaction as part of the larger scope of a client’s wealth management strategy and it has made them one of the leading ESOP advisory teams in the U.S.
They will discuss the available strategic alternatives in addition to ESOPs. The webinar will also go over the benefits of an ESOP, the tax advantages, and who might be a suitable candidate for an ESOP.
- Discuss the ESOP process and the timeline
- Overview of the types of candidates for an ESOP and how to start that conversation
- Highlight benefits of an ESOP and debunk the myths surrounding this strategy
About the EPI Deep Dive Webinar Series:
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