Regina Carls

Regina Carls, Managing Director at J.P. Morgan and founder of the ESOP Advisory Group, shares her 33 years of expertise on employee stock ownership plans. She debunks myths about ESOPs, emphasizing their tax advantages and flexibility for middle-market firms. The rising popularity of ESOPs is attributed to tax policies, legacy motives, and positive community impact. Regina also highlights common industries where ESOPs thrive, offering actionable advice for companies considering this ownership structure.