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An ESOP: The Other Succession Solution

October 10th, 2024

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You’re a successful business owner and you’d like to plan ahead. Professionals are urging you to prepare a “succession plan” – but you look at it as a retirement plan. Getting out of the daily grind might be nice, but giving up your life’s work and your legacy business? Maybe not so nice. No matter […]


New Law Promotes ESOPs and Expands Benefits for S Corporations

January 26th, 2023

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The Consolidate Appropriations Act of 2023 (the “Act”) is an amalgamation of separate bills signed into law at the end of 2022 to collectively authorize $1.7 trillion in additional U.S. Government spending. Included in the package is the “SECURE 2.0 ACT of 2022” which includes a number of provisions that generally favor and promote employee […]


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