Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes

<p>In&nbsp;this episode, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a conversation with Kenneth Alter, Managing Director at Planning Alliance, focusing on the intersection of ESOPs (Employee Stock Ownership Plans) and estate planning.&nbsp;The discussion covers crucial aspects of ESOPs and the optimizations of after-tax outcomes.&nbsp;Throughout the episode, they explore topics such as the tradeoff between estate tax and capital gains, the relevance of&nbsp;IRS&nbsp;section 1042, the concept of qualified replacement property, and the significance of basis adjustment planning.&nbsp;Tune in for valuable insights into how ESOPs can be integrated into your estate planning strategy to achieve more favorable tax outcomes.</p><p>This is another Hurrdat Media Production.&nbsp;Hurrdat Media is a&nbsp;podcast network and&nbsp;digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to&nbsp;<a href="https://hurrdatmedia.com/network/" rel="noopener noreferrer" target="_blank">HurrdatMedia.com</a>&nbsp;or&nbsp;<a href="https://www.youtube.com/@hurrdatmedia_" rel="noopener noreferrer" target="_blank">Hurrdat Media YouTube</a>&nbsp;channel!</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>