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RBC ESOP services
The ESOP Group
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rbcwealthmanagement.com
Sign in
Important information
Home
About us
Meet our team
Awards and recognition
The RBC Wealth Management difference
Business owner
Business succession phases
Employee stock ownership plans (ESOPs)
ESOP candidate profile
RBC ESOP services
401(k) plan reviews for employers
Wealth management
Client experience
Wealth management approach
Charitable giving
Legacy planning
Resources & tools
Market commentary
Insights
Total Wealth
RBC WealthPlan
Contact
ESOP Services
We offer a range of ESOP-related services, including:
Cash flow and tax modeling for comparing taxable versus tax-deferred sales to an ESOP
Introductions to advisors specializing in ESOP transactions
Assistance with IRC Section 1042 rollovers, which can help manage capital gains taxes, including:
Qualified Replacement Property portfolios
If necessary, lending solutions to facilitate the IRC Section 1042 rollover
<p>RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>
