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Daniel M. Zugell, CLU, ChFC, LUTCF, Director/Senior Vice President with BTA, Inc. to Speak at The Knowledge Groupís Employee Stock Ownership Plans (ESOPs) Webinar


Daniel M. Zugell, CLU, ChFC, LUTCF, Director/Senior Vice President with BTA, Inc. to Speak at The Knowledge Groupís Employee Stock Ownership Plans (ESOPs): Latest Trends and Developments in the 2017 Landscape.

New York, NY, April 22, 2017 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Daniel M. Zugell, CLU, ChFC, LUTCF, Director/Senior Vice President with BTA, Inc. will speak at The Knowledge Group’s webcast entitled: “Employee Stock Ownership Plans (ESOPs): Latest Trends and Developments in the 2017 Landscape.” This event is scheduled for June 1, 2017 from 3:00 pm to 5:00 pm ET.

For further details, please visit: https://knowgp.org/2nXs336

About Daniel M. Zugell, CLU, ChFC, LUTCF
Daniel M. Zugell, CLU, ChFC, LUTCF is Director/Senior Vice President of BTA, Inc. with a wealth of hands-on and management experience spanning many financial service disciplines. Dan’s experience includes the formation of MetLife’s ESOP program and as a Director of MetLife’s Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B.A from Grove City College, has earned several advanced financial designations and is a member of The ESOP Association, National Center for Employee Ownership, The Estate Planning Council and the Society of Financial Service Professionals. Ambassador – Pennsylvania Center for Employee Ownership.

About BTA, Inc.
Business Transition Advisors specializes in ESOP consultation and analysis including feasibility studies, implementation, financing, employee communications and more. Our holistic approach reaches beyond basic installation of an ESOP and takes into account the total needs and consequences for the seller, company, management, and employees. Our collective experience with hundreds of clients offers a unique perspective to address business owner liquidity using the most advanced and creative techniques available, while incorporating the brightest ESOP professionals in their respective fields.

Abstract

An employee stock ownership plan (ESOP) is a qualified defined-contribution retirement plan in which the company contributes its stock or acquires shares from existing shareholders, for the benefit of the company's employees. Under the Internal Revenue Code of 1986, stock sales to an ESOP may qualify the seller to the ESOP for a tax-favored treatment. In this live Webcast, a seasoned panel of experienced ESOP consultants and professionals brought together by The Knowledge Group will provide the audience an in-depth overview of the fundamental framework of Employee Stock Ownership Plans. Speakers will highlight the recent trends and developments with regard to this remarkable topic. Speakers will also discuss cases involving ESOP companies.

Key topics include:

- Employee Stock Ownership Plans – Framework
- Opportunities and Risks
- Myths and Misconceptions Related to ESOPs
- Current Regulatory Environment of ESOPs
- Recent Trends and Developments

About The Knowledge Group/The Knowledge Congress Live Webcast Series

The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/
Contact Information
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
646-844-0200
Contact
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org

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