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this course unravels the complexities of Employee Stock Ownership Plans (ESOPs)
They can identify the exit option that aligns with the personal
They are also unsure if they will be able to gift to their children and give to causes they are passionate about
Funding alternatives for Death and Disability and significant tax implication of design/structure
Understand unique planning characteristics of a "sole owner" scenario
EPI Chicago Chapter Event | January 24, 2024 Season of Deals 2024 this course unravels the complexitiesJoin us on Wednesday January 24, 2024 for our first EPIC meeting of the year! Well be joined by Scott Mashuda of REAG, who you may know from your CEPA training. Scott will share his thoughts on the larger M&A market, and the differences he sees in mid market lower mid market space. He will also share opportunities and tips for navigating the current market conditions. Please expect to engage with Scott and the other advisors in the room on ways to
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