Tax Reform & ESOPs


Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Come join us on October 19 for an important webinar on Tax Reform & ESOPs. We will provide an overview of Employee Stock Ownership Plans, including the structure, mechanics and benefits – to selling shareholders, employees, and the business itself. Special Guest Shane Lieberman of the US Office of Public Policy at UBS will also share his perspectives on tax reform and other issues impacting business owners and investors.

To register and for more information, please view the attached invitation. Or contact David Fasi (; 860-275-8006).

Updated: Sep 17, 2021

About the author
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford

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