Millions of Baby Boomers Are Selling Their Businesses – Here's One Tax-Efficient Way They Are Doing It

August 28, 2023 – As millions of baby boomers retire and sell their businesses, one method is gaining traction: the Employee Stock Ownership Plan (ESOP). Why? Well, there are a few different benefits but one of the biggest is due to its potential tax advantages. In today's Lifetime Planning segment, we delve into these benefits with our special guest, Larry Kaplan, Founder and Managing Partner at CSG Partners, one of the nation's leading ESOP advisors. Contact Larry and his team at ESOP Investment Banking Advisors | CSG Partners.

To speak with any of our advisors or wealth managers, feel free to Contact Us online or give us a call at (888) 486-3939.

Stay ahead of the news! Subscribe to our premium weekday podcast

Financial Sense Wealth Management: Invest With Us
apple podcast