Artwork

Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

EP3 - ESOP Interview with Jeff Forrestall from Forrestall CPAs to discuss ESOP Financing and Tax Planning

48:30
 
Share
 

Manage episode 462973133 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Journey to an ESOP and Beyond continues to bring perspectives that can challenge conventional thinking and at the least provide the listener with questions for their advisors. Jeff Forrestall, CPA provides a good overview of the changes in SBA ESOP financing as well as a compelling forward planning model to leverage the C Corp opportunity beyond 1042.

  continue reading

208 episodes

Artwork
iconShare
 
Manage episode 462973133 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Journey to an ESOP and Beyond continues to bring perspectives that can challenge conventional thinking and at the least provide the listener with questions for their advisors. Jeff Forrestall, CPA provides a good overview of the changes in SBA ESOP financing as well as a compelling forward planning model to leverage the C Corp opportunity beyond 1042.

  continue reading

208 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play