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Thursday, December 3

Great Plains Federal Tax Institute: ESOPs as a Tax and Succession Planning Strategy for Closely Held Businesses

Thursday, December 3 · 1:15-2:45 p.m. · Embassy Suites by Hilton Omaha Downtown Old Market

1:15-2:45 p.m.
When
  • Thursday, December 3 · 1:15-2:45 p.m.
Where
Embassy Suites by Hilton Omaha Downtown Old Market555 South 10th Street · Omaha, NE · 68102

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About this event

Kelly Finnell is presenting at the 64th Annual Great Plains Federal Tax Institute in Omaha.

Session: ESOPs as a Tax and Succession Planning Strategy for Closely Held Businesses

When: Thursday, December 3, 2026, 1:15–2:45 pm CT

Where: Embassy Suites by Hilton Omaha Downtown Old Market, 555 South 10th Street, Omaha, NE 68102

Kelly will cover how an ESOP gives closely held business owners a tax-advantaged path to liquidity and succession, while taking care of the employees who helped build the company.

Attending the Institute? Come say hello.

Registration and full agenda: greatplainstax.org

Listed by EFS ESOP Consultants (The Events Calendar), gathered by the Council Bluffs events calendar.