Latest News

Investors First Podcast - 10/05/23

By Allison Roberts posted 05 Oct, 2023 11:30 AM

  

New episode w/ Phillip Hayes Partner at Berman Hopkins CPAs & Associates, LLP, hosted by Steve Curley, CFA & Chris Cannon, CFA.

 

*Journey from banker to Managing Partner of Regional accounting firm to ESOP expert

*The ESOP Guy podcast

*Exit strategies and where ESOP’s fit for business owners

*Tax advantages

*1042 qualified replacement property

*Is this a good deal for BOTH seller and employees? 

Enjoy! https://www.investorsfirstpodcast.com/phil-hayes-berman-hopkins-everywhere-all-at-once-w-the-esop-guy/