Join us as we discuss how ESOPs can provide a critical tax and retirement planning opportunity for business owners or shareholders. Additionally, ESOPs can also provide an immediate or gradual tax-advantaged exit strategy while engineering the continued success of the business.
Our event will feature Daniel M. Zugell, Director for Business Transition Advisors. Business Transition Advisors is an independent national business transition consulting firm with special expertise in the feasibility analysis and implementation of ESOPs and has assisted over 1200 business owners and over 40,000 employees with over 6 billion in business values.
We will cover:
Licensed CPA – 1 CPE Credit Hour
Seating is limited and we kindly ask that you RSVP by May 7th. We hope you can make it!
2502 E. Camelback Rd., Suite 140, Phoenix, AZ 85016
Tuesday - May 10th, 2022
11:30 a.m. - 1:00 pm.