December 7, 2020 11:00am – 2:00pm Map & Directions 602-252-4144

Webcast: Understanding ESOPs-A Powerful tool For Companies and Their Owners | 4203901C

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description




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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

10:30am

Fees

Member:
$111
Non-CPA Staff:
$150
Non-CPA Staff (100% club):
$111
Non-CPA Staff (sole proprietor):
$111
Non-Member:
$150
Webinar
Management
3

Objectives





The technical nature of the ESOP as a qualified retirement plan
Unique tax advantages associated with the ESOP
How an ESOP can provide liquidity to private company shareholders
Common scenarios in which ESOPs are attractive
The process of assessing the feasibility of an ESOP
The process of implementing an ESOP
Ongoing maintenance and operation of an ESOP

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For




CPAs, attorneys, CFPs and others who advise privately-held business owners.

Prerequisites




Needs a Prerequisite for an intermediate level course.

Highlights





The identity of an ESOP as a qualified retirement plan
Tax savings associated with ESOPs
Valuation of stock to be sold to an ESOP
Financing an ESOP's purchase of stock
Scenarios in which ESOPs are most attractive
Corporate governance and control
ESOPs in S corporations
Ongoing maintenance and operation of an ESOP

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