ESOP – An Objective Overview for the Construction Industry

December 8, 2021

On December 8, 2021, Gentry Locke Partner Bill Gust spoke at a conference for the American Institute of Certified Public Accountants (AICPA) at the Bellagio Hotel in Las Vegas, Nevada. The presentation covered what a contractor needs to know when considering an ESOP as part of a succession/continuity and ownership transfer strategy, what questions to ask, and how to analyze an ESOP alternative in a construction environment.

Event speaker

W. William Gust

Bill Gust is a Senior Tax Partner with Gentry Locke. For more than 40 years, Bill has worked with closely-held business owners relative to tax, corporate and sophisticated estate planning matters. Bill has assisted in the successful transition of many privately held businesses, through sales, mergers and implementation of more than 100 ESOPs. Bill is a frequent lecturer on estate, business and tax planning as well as IRS and DOL compliance matters. As a part of his corporate practice, Bill regularly advises clients on qualified and nonqualified retirement and executive deferred compensation plans.

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