-
Who should get equity?3 mins
-
Percentage of compensation10 mins
-
More ISO rules19 mins
-
ESOPs as an alternative liquidity strategy34 mins
-
How much will the ESOP pay?45 mins
Published: July, 2022
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 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.
The 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. 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 their clients.
Major topics covered in this online CPE Tax webinar:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Account Executive, 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.
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.
5 Ratings
1 Credit
Subject Area
We use cookies to make your experience on this website better