Journey to an ESOP & Beyond

EP35 - Bill and Ted - Face The Music of 409(p)

August 16, 2020 Phil Hayes Season 1 Episode 35
Journey to an ESOP & Beyond
EP35 - Bill and Ted - Face The Music of 409(p)
Show Notes

In this episode we find both Bill and Ted dealing with 409(p) issues related to their ESOP deal that they did back in EP 19 "Bill and Ted's ESOP adventure."  They had made some mistakes and now have issues with disqualified people and violations with their S-Corp ESOP - find out how they solve their 409(p) issues.