4 Podcast Episodes
EP4 - Seller Fiduciary Risk for ESOPs - discussion with Greg Daugherty
EP4 - Seller Fiduciary Risk for ESOPs - discussion with Greg Daugherty
This episode opens up a topic that I think is easily confused - just what does the seller take on in Fiduciary risk in d... Read more
11 Feb 2022
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44mins
EP33 - Interview with Greg Daugherty ESOP attorney with Porter Wright from Columbus, OH to discuss the ESOP pre-funded strategy.
EP33 - Interview with Greg Daugherty ESOP attorney with Porter Wright from Columbus, OH to discuss the ESOP pre-funded strategy.
This episode Greg and I discuss the pre-funded ESOP strategy as a way to take the tax deduction each year while planning... Read more
22 Sep 2021
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41mins
EP42 – Interview with Greg Daugherty, ESOP attorney from Columbus OH to discuss 401(k), ESOPs and KSOPs.
EP42 – Interview with Greg Daugherty, ESOP attorney from Columbus OH to discuss 401(k), ESOPs and KSOPs.
This is our 2nd interview with Greg Daugherty with Porter Wright in Columbus, OH. Greg and I discuss the planning side... Read more
8 Oct 2020
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32mins
EP25 - Interview with Greg Daugherty - ESOP Attorney, Columbus OH
EP25 - Interview with Greg Daugherty - ESOP Attorney, Columbus OH
This episode examines the seller's perspective and key management in evaluating the benefits and options of an ESOP, fro... Read more
17 Jun 2020
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28mins