New
20WC-0311: Understanding ESOPs: A Powerful Tool For Companies And Their Owners (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Tuesday, July 28, 2020
12:00pm - 3:00pm Central Time
3 CPE (3 non-technical)
The employee stock ownership plan (ESOP) is a unique structure that enables shareholders of privately held corporations to liquidate stock on remarkably attractive terms through a sale to an employee benefit plan. Gain a clear understanding of ESOPs, how they work, and the situations where they are attractive.
Major subjects
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The identity of an ESOP as a qualified retirement plan
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Tax savings associated with ESOPs
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Valuation of stock to be sold to an ESOP
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Financing an ESOP's purchase of stock
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Scenarios in which ESOPs are most attractive
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Corporate governance and control
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ESOPs in S Corporations
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Ongoing maintenance and operation of an ESOP
Learning objective(s)
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The technical nature of the ESOP as a qualified retirement plan
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Unique tax advantages associated with the ESOP
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How an ESOP can provide liquidity to private company shareholders
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Common scenarios in which ESOPs are attractive
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The process of assessing the feasibility of an ESOP
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The process of implementing an ESOP
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Ongoing maintenance and operation of an ESOP
Who should take this program?
CPAs, attorneys, CFPs and others who advise privately-held business owners.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$150.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$111.00
|
 Standard Nonmember Fee |
$150.00
|
