On January 13, 2026, Devine Millimet Attorney Tabitha Croscut served as a featured panelist for The Association of Accountants and Financial Professionals in Business’ discussion, “ESOPs as Strategy: Ownership, Taxes & the Alternative to Private Equity.”
The session brought together financial, legal, and advisory professionals to explore how Employee Stock Ownership Plans (ESOPs) can serve as a tax-advantaged alternative to private equity — allowing owners to exit with purpose while rewarding employees and positioning companies for long-term success.
Discussion highlights included:
- How to use ESOPs as a strategic business exit
- The tax benefits of §1042 sales
- Real examples of successful ESOP transitions
- When an ESOP is — and isn’t — the right fit
Devine Millimet is proud to support business owners exploring thoughtful, tax-efficient succession planning strategies.
