(858) 687-0500
ESOP Legal Advisors, Inc.
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  • Areas of Expertise
    • Employee Stock Ownership Plans (ESOPs)
      • Request an ESOP Proposal
    • Maximization of Roth Benefits Within an ESOP
    • Defined Benefit Pension Plans (DBPPs)
      • Request a DBPP Proposal
    • Synthetic Equity Planning
    • §414 Controlled Group and Affiliated Service Group Planning
    • §1202 Qualified Small Business Stock Planning for Start Ups and Others
    • Resolution of Overfunded DBPPs
    • Post-Retirement Medical Benefit & Long-Term Care Plans
    • Roth Contribution and Investment Planning with §401(k) Plans
    • Qualified Plan and IRA Investment Strategies
    • Some Other Tax Planning Strategies (But There Are Many More)
      • Sale of Assets of a C Corporation
      • Installment Sales to Related Parties
      • Installment Sales to Unrelated Parties
  • Contact
Give Us a Call or Email to Schedule a Conference
(858) 687-0500
Give Us a Call or Email to Schedule a Conference

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PO Box 500005
San Diego, CA 92150-0005
(858) 687-0500

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ESOP Legal Advisors, Inc.

Knowledge, Experience and Expertise

Give Us a Call or Email to Schedule a Conference

We can help you achieve your tax and financial planning goals. Give us a call or email to schedule a conference.

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Mailing Address
PO Box 500005
San Diego, CA 92150-0005
(858) 687-0500
ESOP Legal Advisors, Inc.
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(858) 687-0500
  • Home
  • Areas of Expertise
    • Employee Stock Ownership Plans (ESOPs)
      • Request an ESOP Proposal
    • Maximization of Roth Benefits Within an ESOP
    • Defined Benefit Pension Plans (DBPPs)
      • Request a DBPP Proposal
    • Synthetic Equity Planning
    • §414 Controlled Group and Affiliated Service Group Planning
    • §1202 Qualified Small Business Stock Planning for Start Ups and Others
    • Resolution of Overfunded DBPPs
    • Post-Retirement Medical Benefit & Long-Term Care Plans
    • Roth Contribution and Investment Planning with §401(k) Plans
    • Qualified Plan and IRA Investment Strategies
    • Some Other Tax Planning Strategies (But There Are Many More)
      • Sale of Assets of a C Corporation
      • Installment Sales to Related Parties
      • Installment Sales to Unrelated Parties
  • Contact