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Using the ESOP Structure for Tax Minimization, While Also Accommodating Growth Capital Investments & Liquidity

4.4 (93)

Brandt Brereton

Brereton-Hanley ESOP I-bankers

Monday, June 28, 2021 | 01:00 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • SHRM
  • CTEC

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

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

1 PDC credit for SHRM Certified Professionals (Approval No. 21-Y4RAR)

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Using equity to compensate employees in the form of restricted stock, stock options, and synthetic stock arrangements is on the rise in recent years. These compensation tools are a common way to align the interests of employees, shareholders, as well as the organization.
Corporate tax rates, individual tax rates and capital gains tax rates are set to increase in the Biden Administration. Corporations that sponsor an ESOP can reduce or even eliminate corporate taxation on profits indefinitely maximizing cash flow and sellers of stock to an ESOP can avoid capital gains tax on their liquidity entirely.  A 28% corporate tax rate coupled with a 49% capital gains tax rate will make any CPA who understands how to reduce or eliminate these rates while perpetuating the independence of the client and stem the tide of attrition of clients selling to third-parties a hero.  Attend this online continuing education course and become a hero to your clients who will stay with you forever.

Key topics covered in this online CPE webinar:

  • How ESOPs can be used as a business succession tool?
  • How ESOPs are structured and financed?
  • How employees benefit personally and become more productive?
  • How ESOPs are used for tax planning?

Learning Objectives

  • To discuss the ways to structure growth investments into the client company in a way that does not give up tacit control to the investor, while providing the investor with the same ROI?
  • How the typical private equity sale compares to an ESOP sale quantitatively and qualitatively?
  • To discuss ways to fund an ESOP at no cost
  • To recognize who is a good candidate for an ESOP
  • To discuss the role that an CPA can play on the transaction team

Who Should Attend?

  • Accountant
  • Accounting Firm
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Finance Director
  • Financial Planner
  • HR Professionals
  • Human Resources Manager
  • 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
  • Young CPA


    [no_of_record] => 93
    [average] => 4.3978




The instructor clearly has a mastery of the subject.


The presenter was wonderful and very informational. I enjoyed this presentation and will tell all my co-workers about this one.


Session was really good. Informative one!


He was dynamic and interesting.


good deal


Overall I felt like this topic really needed to be presented in a 2 hr course. I feel like too much was likely left out. Also, we probably need to run examples through to really see how this works.