Self-Study: Employee Ownership for Worker Coop CPAs & Tax Advisors
Available Until
Self-Study
2.5 Credits
Member Price $50.00
Non-Member Price $59.00
Overview
Employee ownership can be a powerful strategy for business succession, employee engagement, and long-term financial sustainability. This module equips CPAs and Tax Advisors with the knowledge and tools to guide companies through a worker cooperative employee ownership transition. Participants will learn key financial, legal, and operational considerations, including valuation, funding mechanisms, and compliance requirements. By the end of this module, CPAs and Tax Advisors will be prepared to advise business owners on structuring and implementing worker cooperative employee ownership models that align with their goals.
Designed For
Objectives
Leader(s):
Leader Bios
Rebecca Thoune, CliftonLarsonAllen LLP
Rebecca has an extensive background providing tax planning and compliance for privately held companies, serving primarily cooperatives and the agribusiness industry. She collaborates with clients on strategic tax planning, equity planning and management, enhances cooperative and patron benefits, governance review, and provides business structure consulting and representation before the IRS and other state taxing authorities.
Rebecca has over 25 years of tax experience in public accounting and has held various tax leadership roles throughout her career. She has spoken to various local and national organizations on technical tax topics and various state tax matters. Rebecca serves as the cooperative national tax director for the firm.
Non-Member Price $59.00
Member Price $50.00