ESOPs and Strategic Alternatives

DEEP DIVE WEBINAR SERIES

ESOPs and Strategic Alternatives


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.

 

Learning Objectives:

  • 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

 

Meet the Presenters

 

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Register today and enhance your exit planning knowledge every month with EPI!

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Providing you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

About the Presenters


Rebecca T. Glasgow

Rebecca T. Glasgow

CFP,CEPA, Senior Wealth Strategy Associate

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Curt Rubinas

Curt Rubinas

CEPA, Senior Wealth Strategy Associate

View Bio

Continuing Education


CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.