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May 2026

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Can the tax advantages of EO "pay for" the costs of selling?

Published on 2025-02-17 | Last edited on 2025-02-17
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Short Answer

ESOP's in particular are the most tax advantaged form of employee ownership, but also the most costly to setup and maintain, and whether the advantages offset the costs, and how soon, are questions that should be verified by a qualified accountant.

#1042 rollover
#S ESOP

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