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Articles

Book: The ESOP Coach: Using ESOPs in Ownership Succession Planning – Kelly Finnell; February 2010

Consider ESOPs as an Estate Plan Component for Business Owners – Kelly Finnell; Andrew Holmes; Estate Planning Journal; September 2014

The ESOP boom in Succession Planning – Kelly Finnell; Employee Benefit Adviser; July 2011

ESOPs and Baby Boomer Business Owners: A Demographic Imperative – Kelly Finnell; AALU Quarterly; Winter 2011

The ESOP Insurance Opp – Kelly Finnell; InsuranceNewsNet; March 2011

ESOP Blindside and How to Protect it – Ted Tafaro; LifeInsuranceSelling; Febuary 2011

(Reprinted): ESOP Blindside and How to Protect it – Ted Tafaro; Inside Business The Hampton Roads Business Journal; Febuary 2011

ESOPs Let Owners Cash in on the business – Kelly Finnell; InsuranceNewsNet; May 2010

Focus: Kelly Finnell, Executive Financial Services – Jonathan Devin; The Commercial Appeal; April 2010

Pending Tax Increases and Succession Planning – Kelly Finnell; North America Association of Floor Covering Distributors; Fall 2009

ESOP opportunitiesC. Richard Cotton;  Memphis Business Journal; October 2009

ESOP Answers: Help Boomer Business Owners Minimize Their Tax Bill – Kelly Finnell; InsuranceNewsNet; March 2009

ESOPs Give Owners Maximum Value, Tax Advantages and More Control – Kelly Finnell; InsuranceNewsNet; June 2008

ESOPS: POWERFUL TOOLS FOR TAX AND FINANCIAL PLANNING – Kelly Finnell, Association for Advanced Life Underwriting; June 2008

ESOPs: Powerful Tools for Tax and Financial Planning – Kelly Finnell and Jared Kaplan; M Financial Group: Journal of Compensation and Benefits; November/December 1997

ESOPs: Estate and Charitable Planning Opportunities – Kelly Finnell; Community Foundation of Greater Memphis; May 1997

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ESOP Coach:: Table of Contents

 

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