Employee Stock Ownership Plans – Continuing Education Workshop for CPA Professionals

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Join us as we discuss how ESOP’s can provide a critical tax and retirement planning opportunity for business owners or shareholders. Additionally, ESOP’s can also provide an immediate or gradual tax advantaged exit strategy while engineering the continued success of the business. This type of Qualified Plan can often provide more money after tax to the business owners than any other transition option.

Our event will feature Daniel M. Zugell, Senior Vice-President 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 900 business owners with over 4 billion in business values in the last five years. They pride themselves on not taking a “one size fits all” approach to ESOP analysis and installation.


  • Introduction to ESOP’s
  • Rules, Regulations, and Overall Structure
  • Leveraged ESOP’s
  • Situations to consider an ESOP as a solution
  • General ESOP candidate profile

Licensed CPA – 1 CPE Credit Hour

Seating is limited. Must register by Wednesday, May 17th at 4:00pm MST.


Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016


Tuesday - May 23rd, 2017


11:30 a.m. to 1:00 p.m.


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