On Watch – September 2021

By Leslie Kiefer Amann, JD and David L. Zahn, CPA, CFP^® on September 24, 2021

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The latest edition of On Watch is now available for download. This issue features articles about creating a lasting family foundation, an overview of the advantages and challenges of Employee Stock Ownership Plans (ESOPs), and using 529 Plans to get a jump-start on education savings. Contributors to this issue are David L. Zahn, CPA, CFP®; Leslie Kiefer Amann, JD; and Richard A. LaFont, CPA.

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Download the latest edition here.

POSTED IN: Administration, On Watch, Planning

TAGGED: 529 Plans, Education Savings, Employee Stock Ownership Plans, ESOP, Estate Planning, Family Foundation Governance, Family Foundations, Financial Planning, Foundation Grant-Making, Multi-generational Planning, Next Generation, Succession Planning, Tax Planning, Wealth Management, Wealth Transfer Planning

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