Wipfli logo

Podcast: The employee stock ownership plan advantage

Robert Zondag
Nov 13, 2024

How can employee stock ownership plans (ESOPs) be used as a succession planning tool for registered investment advisor firms? In this episode of Bank on Wipfli, we explore the benefits of ESOPs and discuss how to implement them.

Special guest Nicholas Karalis, vice president of Wintrust Commercial Banking, joined Wipfli partner Robert Zondag to discuss:

  • The tax advantages of ESOPs for both sellers and companies.
  • How to successfully implement an ESOP.
  • How companies structured as S corporation ESOPs may be tax-exempt, making them an attractive option for ownership transition.

Listen in to learn more.

Explore more insights:

Author(s)

Robert H. Zondag
CTP, Partner

TOP PICKS

Carlos Vega
Carlos Vega 11/07/2024
Navigating the future under CFPB Section 1033 rule
11/05/2024
How IT managed security services can empower your IT innovation
Anna Kooi
Anna Kooi 11/05/2024
Open banking: Understanding CFPB’s Rule 1033