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Options to Consider Before Converting to an ESOP

Income Deferral: Options to Consider Before Converting to an ESOP

March 28, 2023
If you are considering an ESOP transaction, you may want to consult with a tax professional the year prior to the ESOP transaction to evaluate opportunities to defer income. Learn more by watching the video from Chad Lewis.
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If you are considering an ESOP transaction, you may want to consult with a tax professional the year prior to the ESOP transaction to evaluate opportunities to defer income. Learn more by watching the above video from Chad Lewis.

If you have questions or need assistance, please reach out to a professional at FORVIS or submit the Contact Us form below.

 

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