This session will provide an insightful discussion on the advantages and disadvantages of a Partial ESOP Transaction. Participants will gain a comprehensive understanding of the tax implications involved in such transactions. Additionally, the session will present various scenarios where a Partial ESOP Transaction could be an ideal fit. This is a valuable opportunity for anyone considering or involved in ESOP planning to deepen their knowledge and make informed decisions.
Learning Objectives:
Understand the Pros and Cons of a Partial ESOP Transaction.
Understand what the tax consequences are under a Partial ESOP Transaction.
Describe some scenarios in which a Partial ESOP Transaction would fit.
Peter Aliferis, n/a
Managing Director Pendo Advisors, LLC Chicago, IL
Kjersti Cory
Independent Trustee SCJ Fiduciary Services Smithfield, KY