Doug Pugliese's guest appearances

Doug Pugliese

The Meb Faber Show

Behind the Markets Podcast

Patrick Cleary

Jared Dillian

Harindra de Silva

Wes Gray

Ben Carlson

Patrick O’Shaughnessy

Raoul Pal

Eric Balchunas

David Rosenberg

Brandon Zick

Jeff Weniger

Michael Philbrick

Adam Butler

Laurence Siegel

Kathryn Kaminski

OwlTail

In episode 288, we welcome our guest, Doug Pugliese, the Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified replacement property investment strategies practice. In today’s episode, we’re covering Doug’s best idea: employee stock ownership plans. ESOP’s are a niche but incredibly attractive way for a business owner to sell their business for both themselves and the long-term viability of the company. The episode starts with a broad overview and then dives into the inner workings of an ESOP sale. Doug explains how the tax benefits of a 1042 election allow the owner to defer capital gains tax and even invest the proceeds into a portfolio of blue chip stocks. As the conversation winds down, Doug shares why ESOP’s may be an ideal way for middle market private equity companies to exit investments. Please enjoy this special “Best Ideas” episode with Alpha Architect’s Doug Pugliese.

In episode 288, we welcome our guest, Doug Pugliese, the Head of 1042 QRP Solutions at Alpha Architect, where he manages the firm’s qualified replacement property investment strategies practice. In today’s episode, we’re covering Doug’s best idea: employee stock ownership plans. ESOP’s are a niche but incredibly attractive way for a business owner to sell their business for both themselves and the long-term viability of the company. The episode starts with a broad overview and then dives into the inner workings of an ESOP sale. Doug explains how the tax benefits of a 1042 election allow the owner to defer capital gains tax and even invest the proceeds into a portfolio of blue chip stocks. As the conversation winds down, Doug shares why ESOP’s may be an ideal way for middle market private equity companies to exit investments. Please enjoy this special “Best Ideas” episode with Alpha Architect’s Doug Pugliese.

#288 - Best Idea Show - Doug Pugliese, Alpha Architect - Why Not Elect A 1042 Sale And Control When You Pay Those Taxes?

Ken Baker

Jim Steiker

In this episode of Behind the Markets hosts Wes Gray &amp; Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in! Guests: Ken Baker - CEO of NewAge Industries More info at: http://www.newageindustries.com/default.asp Jim Steiker - Chairman and CEO of SES Advisors More info at: http://sesadvisors.com/ Doug Pugliese - Director of Portfolio Services at Alpha Architect *Follow host Wes Gray on twitter @alphaarchitect Hosted on Acast. See acast.com/privacy for more information.

In this episode of Behind the Markets hosts Wes Gray &amp; Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in! Guests: Ken Baker - CEO of NewAge Industries More info at: <a href="http://www.newageindustries.com/default.asp" rel="nofollow" target="_blank">http://www.newageindustries.com/default.asp</a> Jim Steiker - Chairman and CEO of SES Advisors More info at: <a href="http://sesadvisors.com/" rel="nofollow" target="_blank">http://sesadvisors.com/</a> Doug Pugliese - Director of Portfolio Services at Alpha Architect *Follow host Wes Gray on twitter @alphaarchitect Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Behind the Markets Podcast w/ Wes Gray: Ken Baker, Jim Steiker, & Doug Pugliese