Employee Stock Ownership Plans: A Tax-Savvy Approach to Selling Your Company

With James J. Puplava, CFP®, CTS™, CES™, AIF®, CIS™, CFS™, CAS™, CSS™, FPWM™

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Nov 11, 2024 – With millions of baby boomers retiring annually, a growing number are choosing to sell their businesses. One increasingly popular option, offering potential tax advantages, is selling to employees through an Employee Stock Ownership Plan…

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