The ABC’s of ESOPs Webinar

To download a pdf of the presentation slides, click here This is a one-and-a-half hour live Audio/Web Seminar that covers the basics of ESOPs from A to Z. This Audio/Web Seminar is designed for company owners and financial officers who want to determine whether an ESOP might be a good fit for their company. This program is designed to provide a broad overview of the advantages and disadvantages of ESOPs, without going into the detailed technical aspects of ESOPs. Program Agenda Why ESOPs Are Popular Liquidity & Diversification for Seller Employee Productivity Increase Company Cash Flow Business Succession ESOPs vs. Other Alternatives ESOP Disadvantages Menke Services Q&A ... Read More..

Tax Alert for Business Owners

Dear Business Owner, This may be the opportune time to take action to avoid the increase in capital gains tax rates that will take effect after 2010. As you may know, the Bush tax rate cuts, including the current 15% capital gains tax rate, are slated to expire at the end of 2010. In addition, if the U.S. economy starts to turn around in the third or fourth quarter of this year, we believe there is a strong possibility that the Obama budget for 2010 will propose an increase in the capital gains tax rate starting in 2010 rather than in 2011. Assuming that you have an interest in locking in the capital gains tax at the current rate but do not wish to sell your entire company to a third party, there are two tax strategies that you can use to lock in the current capital gains tax rate, ... Read More..