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Ideas & Insights

 









Insight Article

Who controls an ESOP-owned company?

This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.

  • Bushman, Anne
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White Paper

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.

  • Miller, Becky
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Insight Article

Organizational alignment assessment

Learn how assessing your business’ structure, planning and communication channels can realign you for a more strategic and strong future.

  • Jensen, Bob
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Insight Article

Family Business Transition

Leading family through a successful family business transition is often emotional. Consider these issues in your succession planning.





Tax Blog

Missouri passes pro-ESOP legislation

The Missouri legislature recently overturned the governor’s veto of a bill that allows business owners to defer up to 50 percent of the tax ...






Resource Center

Business Succession Planning

Business succession planning involves competing opportunities and conflicting decisions. Read more on this complex stage of business ownership.


Resource Center

Tax Reform

The tax rules affecting businesses change frequently. Stay current on tax reform and regulatory changes that may impact business growth.