Today we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s.
In today’s episode, we speak about exit strategies in general, where ESOP’s fit, the mechanics of ESOP transactions and the tax advantages of this structure. We then bounce around and discuss everything all at once ranging from 1042 exchanges with qualified replacement property, to whether this is a good deal for BOTH the owners and the employees and much more.
Our hosts today are Steve Curley, CFA & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust).
Please enjoy the episode. Follow us on Twitter & LinkedIn.
Social Media:
LinkedIn Post (and Facebook):
New episode w/ Phil Hayes, Partner at Berman Hopkins, hosted by Steve Curley, CFA & Chris Cannon, CFA.
*Journey from banker to Managing Partner of Regional accounting firm to ESOP expert
*The ESOP Guy podcast
*Exit strategies and where ESOP’s fit for business owners
*Tax advantages
*1042 qualified replacement property
*Is this a good deal for BOTH seller and employees?
Enjoy! Insert link here
Twitter Post:
New episode w/ Phil Hayes, Partner at Berman Hopkins, hosted by Steve Curley, CFA & Chris Cannon, CFA. We discuss the ESOP Guy podcast, goodness of fit for business owners, tax advantages, 1042 qualified replacement property, and whether this a good deal for all parties involved.
Show Notes:
https://www.journeytoanesop.com
https://www.bermanhopkins.com/
https://www.esopassociation.org/resources
https://www.nceo.org/find-your-resource
https://www.esop.org
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals
Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility
Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton
Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times
Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest
Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody
Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA
Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta
Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share
Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation
Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery
Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer
Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy
Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again
Peter Zeihan and Steve Curley - COVID-19: New World Disorder
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast