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What is an ESOP?

An ESOP, or Employee Stock Ownership Plan, is a way to give employee's a chance to have an ownership stake in their company. As an employer, you contribute stock to a trust fund that's set up for the benefit of employees. You can also borrow money to buy new or existing company shares.

Financial Planning & Wealth Strategies

What is a 1042 Exchange?

There’s a whole acronym soup of tax and planning strategies available to business owners—and some of the more complicated ones require a great deal of experience to execute well. One strategy that can be very advantageous to business owners is the 1042 exchange. In this brief article, we will walk you through the broad outlines of what this strategy entails and how business owners can use it to plan for the next stage in life.

Financial Planning & Wealth Strategies

Donating Appreciated Stock

With so much talk about potential changes to capital gains tax rates, one question we get a lot is how to prepare. Many of our executive clients have significant wealth tied up in individual equities, often their own company’s stock, and a bump in the long-term capital gains rate could make it harder to diversify their portfolios when the time is right. One strategy to consider involves using company stock for charitable donations instead of cash. In this video, we discuss this useful tax strategy.

Financial Planning & Wealth Strategies