Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners 1 Credit
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For business owners looking for a controlled succession plan that allows them to phase out of their company when they are ready, an Employee Stock Ownership Plan (ESOP) might be the right choice.Â
The key is to properly structure the ESOP to maximize tax efficiencies while at the same time incorporating the post-ESOP assets into the client’s estate plan.  Many business owners fail to include estate planning in their exit strategy which can lead to a failed generational transition of assets.
Enhancing the many benefits of an ESOP structure by incorporating estate planning should never be an afterthought by selling shareholders!
With insights from Mark Lobb's expertise, this CE Tax Webinar serves as a guide for business owners, emphasizing the significance of considering both ESOP and estate planning in their exit strategy.
Major topics covered in this course are:
Don't miss this opportunity to navigate the complexities of tax-favored business transitions and safeguard your wealth for future generations.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.Â
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Mark Lobb is a Partner and Co-Founder at Lobb & Plewe, which provides legal services for businesses, their owners and their families. Mark serves on several non-profit boards of directors and is currently the President of a non-profit hospice. He has published many articles and provided webinars, podcasts and continuing education lectures on estate planning, asset protection, taxation and succession planning to professional groups and organizations.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MS
Program was very informative, well presented with very important facts and detail related to ESOP planning. Would recommend as a must course to take.
JK
Nice experience and something new
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