活动类型: 研讨会

地点名称:
4125 Hopyard Road, Pleasanton 94588
开始日期/时间:
14 September 2011

Given today's economic realities, business owners can no longer plan on the swift and lucrative exits of years past. Is there an alternative in the current buyer's market?

There is - an Employee Stock Ownership Plan, or ESOP. 

You are invited to hear our panel of experts discuss the following topics:

  • An ESOP as a vehicle to liquefy ownership interests in a tax-efficient manner
  • Rising popularity of ESOPs among owners of closely held corporations
  • Utilization of ESOPs in the estate and wealth transfer context

Moderator:
Michael Hengl, Senior Vice President - Bridge Bank

Speakers:
Eitan Milstein, Managing Director - CSG Partners, LLC
Bill Norwalk, Partner - Sensiba San Filippo, LLP
David Pardys, Partner - Reed Smith, LLP

Host:
Craig Cohen, Vice President - ADP

When:
Wednesday, September 14, 2011 - 7:30 A.M. to 10:00 A.M.

Where:
ADP Conference Room
4125 Hopyard Road
Pleasanton, CA 94588 

(Continental Breakfast will be served)

Registration: CLICK HERE TO REGISTER

Sponsors:
ADP
Bridge Bank
CSG Parnters. LLC
Manex
Reed Smith LLP
Sensiba San Filippo, LLP
Vistage