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PRESENTING A HALF-DAY CONFERENCE ON  Employee Stock Ownership Plans ("ESOP"):  The Tax Efficient Exit Strategy for Private Business Owners and The Best Kept Secret For Making The Most Money From YOUR Business An ESOP transaction can be an efficient and flexible means for providing shareholders of private companies with liquidity for diversification. There are unique tax benefits that ESOPs can provide; however, it is essential for business owners to properly plan and structure the transaction. Finally, cost-plus Govt. contractors can yield even greater benefits by receiving reimbursement on ESOP contributions paid by the company. It is not enough to make money; learn how to keep a lot of  it.
Opening Remarks By:  The Hon. Allegra McCullough                                                   Region III SBA Administrator                                            Philadelphia, PA   Closing Comments by: Joseph Loddo                                            SBA District Director Washington, DC                            Date:       Tuesday, April 29, 2003                                     Time:       8:30 AM - 12:00 noon       LOCATION: USDA Jefferson Auditorium      14th St. & Independent Ave., SW          Washington, DC            Cost: $25 (before April 20); $30 (after April 20) to cover handouts  Register early; Limited Space; First-come-first served To Register early call (301-601-9038) HOW TO REGISTER Register by Mail - Click Here Register by Credit Card - Click Here
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Agenda APRIL 29, 2003 (8:30AM - 12 NOON)
8:30-9:00 AM	Registration
9:00-9:05 AM	Welcome / Opening Remarks	The Hon. Allegra McCullough Region III SBA Administrator Philadelphia, PA
9:05-9:25  AM	Overview        Exit Strategy Problems       Facing Small Businesses	G.B. Bose, Senior VP - SmithBarney & Emerald de la Rosa, Asst. VP - Citibank
9:25-10:20 AM	The Basics on ESOPs	Jim Higgins, Principal - Menke & Associates
10:20-10:30 AM	BREAK
10:30-11:00 AM	ESOP Win-Win       Success Stories	Jim Higgins, Principal - Menke & Associates
11:00-11:30 AM	Pre & Post ESOP Strategies For Wealth Preservation	John McCullough, Partner - Law Offices of McCullough and Nicholas, P.L.C.
11:30-11:40 AM	New Steps - Resources for you to learn more	G.B. Bose, Senior VP - SmithBarney
11:40-11:55 AM	Q&A	Presenters will answer one-on-one questions after program concludes
11:55-12:00 NOON	Closing Remarks	Joseph Loddo SBA District Director Washington, DC
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REGISTRATION  BY MAIL    ___Cost: $25 (before April 20)      ___$30 (after April 20)   Name ____________________________________________________________ Company _________________________________________________________ Address:  _________________________________________________________                  _________________________________________________________ Phone:     ______________________ Email: ____________________________ Number of People: _____________  Total:  _____________________________ Amount Enclosed: _____________   Pay By Mail:  Please make check payable to: AABR Mail check and registration form to:   Asian American Business Roundtable P.O. Box 2443 Germantown, MD 20874-2443   Return to Top
REGISTRATION BY CREDIT CARD Cost: $25 (before April 20)              ================================================================ Cost: $30 (after April 20)                        Return to Top
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