Scott Oeth Wealth Management

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Employee Stock Ownership Plan (ESOP) Tax Advantages

Scott Oeth, CFP® and Steve Storkan, CFP®, Executive Director of The Employee Ownership Expansion Network discuss how Employee Stock Ownership Plans ("ESOP") can allow for a tax-advantaged transfer of ownership from a business founder to the employees. This is a valuable conversation of a niche topic that is most applicable to business owners considering exit strategies.