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Employee Ownership Plans

  • CMA
  • CPA (US)
  • CVA
  • CFA
  • EA
  • ORTP
  • Maryland Tax Prep.
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

Organizational performance research says the best performing companies are high engagement companies where everyone is contributing ideas and information.  Broad-based plans perform much better than narrowly focused plans. Highly concentrated ownership decreases performance; widely dispersed ownership improves it.

Multiple studies show that companies with open-book management and high-engagement work practices (mostly team-based decisions) perform by far better than more conventionally run companies.

The 80-20 rule says that most of your performance comes from a few key people and they need to get most or all the rewards.

Largest study ever of employee practices looked at 736 applicants for the Best 100 Companies to Work For, including 330,000 employee surveys. Companies that combined these practices with shared capitalism were the best performers.

High engagement companies succeed because they generate more ideas per employee, not so much because people work harder.

This CPE course covers all the various ways companies can share ownership with employees, including individual equity awards (stock options, restricted stock, and synthetic equity) and ESOPs (employee stock ownership plans), looking at the tax, design, and regulatory issues for each.

Attendees of this CPE/CE webinar will leave with a basic overview of the various ways companies can share ownership and how to make a decision about what approach or approaches work best for them or for their clients.

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Major topics covered in this online CPE webinar:

  • Who should get equity?
  • Why ownership culture matters?
  • What are ISOs and non-qualified options?
  • Why ESOPs are used as an alternative liquidity strategy?
  • How an ESOP buys out an owner?

Learning Objectives

  • To describe key decisions in equity sharing
  • To discuss approaches to sharing equity
  • To discuss ISO rules and NSO rules
  • To discuss liquidity options
  • To discuss 409A deferred compensation rules
  • To discuss employee stock ownership plans
  • To discuss Non-ESOP selling options and issues
  • To discuss funding options
  • To discuss the benefits to the seller

Recommended For

  • This IRS-Approved CE course is recommended for EAs, AFSPs, and Other Tax Professionals advising about tax differences and benefits for ESOP owned companies.
  • This will be a very informative CPE webinar for CPAs, Accountants, Finance Professionals, and Other Accounting Professionals who want to enhance their basket of services and grow their organization. 
  • This online CPE course is also recommended for CMAs, CVAs, ABVs, CFAs, CFOs, CEOs.
  • This SHRM and HRCI Approved PDC course is good for HR Professionals engaged in managing ESOP-related activities in their organization.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00852-21-O)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00852-21-O)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00852-21-O)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0794)

Presenter

About Presenter

Corey Rosen

Senior Staff Member National Center for Employee Owners

Corey Rosen is the founder and an active staff member of the National Center for Employee Ownership, a private, nonprofit membership, information, and research organization in Oakland, CA. The NCEO is widely considered to be the authoritative source on broad-based employee ownership plans. He cofounded the NCEO in 1981 after working five years as a professional staff member in the U.S. Senate, where he helped draft legislation on employee ownership plans. Prior to that, he taught political science at Ripon College. He is the author or co-author of over 100 articles and numerous books on employee ownership, and co-author (with John Case and Martin Staubus) of Equity: Why Employee Ownership is Good for Business (Harvard Business School Press, 2005). He has appeared frequently on CNN, PBS, NPR, MSNBC, and other network programs; and is regularly quoted in The Wall Street Journal, The New York Times, BusinessWeek, and other leading publications. He has lectured on employee ownership on six continents.

He has a Ph.D. in Political Science from Cornell University. He previously served on the Board of Directors of the Great Place to Work Institute (creators of the “The 100 Best Companies to Work for in America” list). He currently is on six ESOP company boards.


The NCEO’s Web site is www.nceo.org.

In 2009, he was awarded the Txemi Cantera Social Economy Award, given annually in Spain.

About Company

National Center for Employee Owners

www.nceo.org/

The NCEO is a nonprofit organization, established in 1981, whose mission is to provide the most objective and reliable information possible on employee ownership at the most affordable price possible. Our members include companies, professional practitioners, unions, government officials, academics, and other interested individuals. Although we are a membership-based organization, our outreach is not limited to members. Many people purchase our publications and attend our events without becoming NCEO members—they simply pay higher prices.

Faq

FAQs content

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Employee Ownership Plans

FREE

1 Credit

Subject Area

Taxes