Self-Study: ESOP Series Module 4: Employee Ownership Trusts (EOTs)
Available Until
1.0 Credits
Member Price $41.00
Non-Member Price $90.00
Overview
At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.
Highlights
- Structure, Purpose, Features of EOTs
- Tax Advantages
- Legal Considerations
Prerequisites
None.
Designed For
Financial professionals who work with small business owners and advisors who lead or work on an owner’s team of business succession planning professionals.
Objectives
- Understanding Worker EOTs: structure, purpose, and key features
- Tax advantages and legal considerations
- Governance and other key details
Preparation
None.
Non-Member Price $90.00
Member Price $41.00