Doug Pugliese, the Alpha Architect resident expert on all things ESOP, will be presenting, “Investing the 1042 Rollover,” at the NCEO conference Wed and Thurs.
I know…I know…esoteric tax-structuring and corporate organization/optimization discussions. Probably too exciting for most readers out there since none of you are nerds and you would never be caught in a situation like the one outlined below.
Regardless, if you are in the area and would like to stop by and/or chat with Doug, drop us a note.
Doug is always happy to share how Alpha Architect’s customized passive equity index 1042 QRP strategy is a better mouse trap for selling ESOP shareholders.