ESOPs and Government Contractors Workshop Vienna, VA
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date(s):
October 16, 2008 -
location:
Vienna, VA
related attorney(s):
Morgan Lewis's Michael R. Holzman will speak at this event.
Are you interested in finding flexible ways to attract and retain talent while rewarding employees and receiving full fair market value for your stock, possibly tax-free through the use of an employee stock ownership plan (ESOP)?
Featured Guest Speakers:
- Gregg N. Funkhouser, CPA
Partner, Goodman & Company, LLP - John P. Keenan, CFP
John Hancock Financial Network
Topics to be Covered:
Employee Stock Ownership Plans (ESOPs)
- How are ESOPs especially beneficial for Government Contractors?
- ESOP costs are reimbursable for cost-plus contractors
- ESOPs as an exit strategy and employee benefit plan
- Maintain and protect 8(a) status
- Contributions for employees subject to the Service Contract Act
Business Succession and Estate Planning
- Reduce estate taxes associated with the sale of your business
- Irrevocable Life Insurance Trust
- Generation Skipping Trust
- Charitable Remainder Trust
- Transfer wealth to future generations now
- Use of charitable trusts to receive income tax deductions, reduce estate taxes, and replace wealth to family
- Learn how to create an investment policy statement that appropriately allocates the proceeds of the ESOP to your retirement needs
When:
Thursday, October 16, 2008
11:30 a.m.-1:00 p.m.
Where:
The Tower Club
8000 Towers Crescent Drive
Vienna, VA 22182
This educational workshop was designed specifically for owners and government contractors seeking answers to the most common and pressing ESOP questions. Seating is limited, so please reserve your space as soon as possible by calling 703.287.7115, or emailing jkeenan@jhnetwork.com.