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White Paper

Succession planning using retirement plans

Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.

  • Bushman, Anne
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White Paper

Accounting for ESOP transactions

The fundamentals of accounting for leveraged ESOP transactions and what plan sponsors and their advisors can anticipate




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.