Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans
Date: November 12 – 13, 2014
Location: Hampton Inn & Suites Miami Brickell/Downtown | 50 SW 12th Street | Miami, FL
Paul Fusco will be presenting a segment on Thursday, November 12th at 1:30pm entitled ESOP Transactions.
You will learn:
- How to determine whether an ESOP is a good fit for your company
- How to finance an ESOP
- How to make choices about allocation, vesting, distribution, and voting rules
- Critical legal, valuation, and plan administration concerns
- Ways to build a stronger ownership culture
Sponsored by the National Center for Employee Ownership, this meeting will be held on November 12-13, 2014 in Miami, FL. This in-depth seminar will give you a chance find out how to enhance your company’s legacy and benefits plan with an ESOP, the most tax-efficient method of exit planning. This one-and-a-half day seminar brings together leading experts from around the country to provide a comprehensive, practical guide to help you determine if an ESOP will work for your company, and if it does, how to set up a plan that will work well.
The NCEO offers a special two-for-one offer for NCEO company members for this meeting. In addition. we are pleased to be able to offer you this presenters special: Register before the end of the day on October 11, 2014 to receive $25 off the early bird price of $195 for this meeting.
Mention Paul Fusco’s name at checkout and the NCEO will supply you with a complimentary 6-month membership that provides free access to all the Summer and Fall ESOP Webinars, as well as the member-rate for the annual conference and publications.
To register, go to the Event’s site on NCEO’s page and enter the discount (“payment”) code at checkout: Feasibility. Or, you may contact Colleen Kearney, Seminar/Webinar Director at the NCEO at firstname.lastname@example.org or 510-
If interested, this seminar is approved for CPE credit (for accountants) and HRCI credit (for Human Resource Personnel) and limited hours for IRS (for Enrolled Retirement Plan Agents). Please see NCEO web site for additional details.