Partner Ann Kim will speak at "Succession Planning: Tax Benefits of Employee Ownership" at 8:30 a.m. on Wednesday, September 8. Other speakers include Merri Ash, Vice President of Retirement Plan Consulting at First Bankers Trust Services, Inc., Derrick Neuhauser, Senior Manager at BDO USA, LLP and Andrew Ward, Managing Director at Stout Risius Ross, Inc.

Topics that will be discussed include:

• Debunking ESOP myths
• What an ESOP does
  – Makes your portfolio more liquid
  – Allows you to maintain control–if you want it
  – Can create significant tax savings–for sellers and the company
• When an ESOP is an option
  – Feasibility studies
  – Financing techniques