Corey Rosen, Rick Rose

      In this session on Employee Stock Ownership Plans, Corey Rosen will review tax, legal and ESOP plan design issues. Rick Rose will then follow up with typical examples of how an ESOP is used to buyout an owner, ranging from Prefunded ESOPs to partial (30%) buyouts to total buyouts in order to take advantage of both tax savings and employee incentive considerations. Mr. Rose will also discuss how to finance these transactions. Be sure to bring your own questions for our experts.
      Our Speakers: Corey Rosen is the executive director and cofounder of the National Center for Employee Ownership (NCEO), based in Oakland, CA, a private, non-profit membership, information and research organization. The NCEO is widely considered to be the authoritative source on broad employee ownership plans. He is also the author of several books on employee ownership. www.nceo.org Rick Rose is a principal of Menke & Associates where he has specialized in ESOP design and implementation for the past 22 years. Menke & Associates has installed over 2000 ESOPs since 1974, including Springfield Remanufacturing Corp. (SRC) www.menke.com