ESOP Marketplace Participants to Present 4 Panels at 2014 Heckerling Conference is an online portal and professional listing for top ESOP advisors. is an online portal and professional listing that aims to bring Business Owners together with the most qualified ESOP Advisors. welcomes advisors in every field of ESOP design, structure, financing and administration, to cover every stage of ESOP implementation.

In addition to featuring a listing of top ESOP advisors and firms, and its Participants take an active role in writing and speaking on ESOP-related issues. Advisors featured in are regular attendees and presenters at conferences dedicated to issues such as tax law, employee benefit plan design and administration, regulatory compliance and more.

One of these conferences is the Heckerling Trust and Estate Conference, held annually by the Heckerling Institute on Estate Planning at the University of Miami Law School. The conference is the nation's leading event for estate planning professionals, such as trustees, lawyers, wealth management advisors and ownership transition experts.

At this conference, we will be presenting 4 panels on the following ESOP topics:

Uses of ESOPs in Estate Planning: this presentation will introduce the basic concepts of an employee stock ownership plan, along with the tax advantages of such plans, plan design & company valuation, tax qualification requirements and others.

Tax-Free sales to ESOPs will present an expert panel on selling all or part of a company to an ESOP trust, including financing techniques and the tax advantages that come with each, inheritance & ownership transition issues, family limited partnerships and more.

Estate Planning with S Corporation ESOPs will cover wealth management and ownership transition using an ESOP at an S-Corp, including tax treatments, good practices, valuation, full ESOP ownership and other issues.

Comparison of ESOPs to Other Business and ESTATE Planning Techniques will have our panelists do a broad overview of tax incentives, business sale strategies and other alternatives to ESOPs.

In addition, we will hold a promotional event: Online Training and testing for Family Business Directors, and their Trustees using DirectorsMarketplace.ORG, where we will introduce Directors Marketplace.ORG - our website that is devoted to training Company Directors and helping business owners and CEOs find independent directors for their companies.

To register for the conference today! Visit was established by Jack Veale, a nationally-recognized ESOP and family business succession consultant with decades of consulting experience for closely-held businesses, family owned businesses. has already welcomed advisors and firms with national prominence, many of whom have played seminal roles in the development of the ESOPs as an employee benefit and ownership transition tool.

Contact info:

Jack Veale
48 Walkley Road,
West Hartford, 06119, CT
Phone: 860-232-9858


Categories: Finance, Business Finance

Tags: ESOP advisors,, Heckerling Trust and Estate Conf

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Jack Veale
ESOP Marketplace

ESOP Marketplace
48 Walkley Road,
West Hartford, CT 06119
United States