Meeting Archive:
The 1042 Rollover: Understanding the Tax Benefit


Meeting Description:
One potential advantage to selling your business to an ESOP is the ability to defer or possibly eliminate the capital gain through the use of the 1042 exchange. How does it work? What are the common strategies business owners use? What are the advantages and disadvantages? How do you know if it is the right choice for you? We will tackle these questions and more as we walk through real life examples to help business owners better understand the short and long-term impact of this unique tax free exchange.
 
This webinar is being offered at no charge.
Details
Date: Wed, May 2, 2018
Time: 10:00 AM EDT
Duration: 1 hour
Host(s): Chris Cooper
 Presenter Information
Curt Rubinas, UBS
 
Curt's primary area of focus at UBS has been portfolio construction and implementation, with a specialty in non-traditional investments. He joined The ESOP Group in 2014, and brings 12 years of experience advising investors on all aspects of asset allocation. Before joining UBS in 2006, Curt worked in San Francisco and New York as Vice President of Sales for Structured Investments at Merrill Lynch. He began his career with Merrill Lynch in New York in the structured investments group where he gained a deep understanding of complex derivative transactions across all asset classes. Curt is also a member of the ESOP Association. He holds Series 7 and 66 securities licenses. Curt has a B.A. in economics from Vanderbilt University.