The ESOP Podcast Episode 17 – Capital Trustees on the Current ESOP Business Environment

The ESOP Podcast Episode 17 – Capital Trustees on the Current ESOP Business Environment

In this week’s episode of the ESOP podcast, recorded on January 15th, 2018, Capital Trustee’s partners Bret Keisling and Rich Heeter discuss the efficacy of flu shots, Dr. Martin Luther King, Jr. Day, and the business environment in light of reduced regulations and lower taxes.

Upcoming Podcast Topics:

Some of our planned upcoming podcasts topics:

  • Directed versus discretionary trustees.
  • An authoritative look at the impact of tax changes by a valuation advisor.
  • Expert advice on repurchase obligations relative to the tax rate.
  • “ESOP101” with a valuator and an ESOP lawyer.

We will also be attending and recording at a number of ESOP conferences.

Upcoming Presentations:

Capital Trustees will be at the ESOP Professionals’ Forum on March 2nd, 2018 at The Westin Canal Place in New Orleans, LA.  This valuable conference is limited to professionals and is an ideal environment to discuss best practices.   We will also be attending many of the state and regional ESOP conferences held in late February and early March.

Capital Trustees will be presenting during the concurrent sessions at the NCEO Employee Ownership Conference, #NCEO18, in Atlanta, GA on April 18th-20th, 2018:

You can see our current schedule on our News and Calendar page.

Capital Trustees would like to thank all our listeners, clients, advisors, and referral sources for this past year. We are looking forward to sharing a strong and successful 2018 with you all!

Rich Heeter and Bret Keisling at Capital Trustees’ Fifth Anniversary Reception


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