CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

ESOP overview for owners, CFOs & CPAs

  • CPA/ABV
  • AFSP
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
ESOP overview for owners, CFOs & CPAs

2 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00338-20-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0342)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CPE credit of Performance Management for CMAs

2 PDC credit for SHRM Certified Professionals (Approval No. 21-92457)

2 RCH credit for HRCI Certified Professionals (Approval No. 567365)

2 PL credit for Chartered Financial Analyst (CFAs)

2 CPE credit of Accounting for CVAs (NACVA)

2 CPD credit (Verifiable) of Entity and Specialized Industry Issues for all ABV (AICPA)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00338-20-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00338-20-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(10)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

Started with the perspective of employee benefits, Employee Stock Ownership Plans or ESOPs have been instrumental and productive for businesses serve many purposes such as motivating employees through equity ownership, enhancing productivity, and profitability; creating a market for stock; transfer of ownership from owner-management to the employee-management team, etc. Despite changes in the law regarding the same, ESOPs have stood the test of time. In crucial and challenging times, ESOPs can be used to create key benefits for businesses. 

The CPE/CE webinar provides a broad overview of ESOPs with the following topics:

Key topics discussed in this online CPE/CE course:

  • Using ESOPs as a business succession tool
  • How ESOPs are structured and financed
  • Typically scenarios where they are used
  • The tax differences and benefits between S corporation and C corporation ESOP owned companies
  • Who runs and controls an ESOP owned business
  • How ESOP shares are valued compared to other sale options
  • How the employees benefit personally and become more productive

Click here to access CPE courses on Latest Tax Updates | SHRM and HRCI Approved Courses

Learning Objectives

  • To identify when ESOPs may be useful.
  • To recognize basic facts about ESOPs and the benefits they provide owners & employees.
  • To differentiate between C corporation strategies and S corporation strategies.
  • To recognize how ESOPs valuations are derived.
  • To identify the pros and cons of seller financing versus bank financing.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Business Owner
  • California Registered Tax Professional
  • CEO
  • Certified Fraud Examiner
  • Certified Management Accountant
  • Certified Valuation Analysts
  • CFO/Controller
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Professionals
  • Young CPA

Testimonial

4.5

(510)
57%
38%
4%
1%
0%

MZ

This presentation reinforced many of the ESOP concepts I was previously aware of. It was incredibly informative and extremely well presented. My overall experience was very, very positive.

NM

I wish I would have done a bit more research before the meeting to be better prepared for the information. It was good information but difficult to all absorb without much prior context.

JC

Great presentation, though I have no clients with ESOP ...yet. ...but I really enjoyed this webinar because I've been wanting to understand ESOPs in more depth and the presenter did a great job of discussing the concepts.

PJ

My area of expertise is to help represent clients in tax issues and this would include advising a client of a potential helpful tool in tax planning. This overview was helpful in making me aware of how an ESOP generally works.

SG

I enjoyed the insight into ESOPs as provided by Mr. DeDominicis ... an investment banker. I had always thought of ESOPs in terms of their exercise by an employee and its treatment on a Form 1040, rather than as both an employee incentive device and an equity financing mechanism

DW

The presenter, Philip, communicated at my level and at a very good pace. I walked away from this class able to communicate at a cursory level of the subject. I also appreciate the information he gave to dispel common misbeliefs about ESOPS. Great class! Great presenter