Employee Ownership Plans

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Who should get equity?

3 mins
Percentage of compensation

10 mins
More ISO rules

19 mins
ESOPs as an alternative liquidity strategy

34 mins
How much will the ESOP pay?

45 mins

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 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:

Who should get equity?
Why does ownership culture matter?
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 explore ISO rules and NSO rules
To recognize and discuss liquidity options
To discuss 409A deferred compensation rules
To take an overview of employee stock ownership plans
To explore 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, and 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 (CMA)
Certified Public Accountant (CPA)
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 General Credit for Accountant/Bookeeper
1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0794)
1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00852-21-S)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00852-21-S)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00852-21-S)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 596666)
1 PDC Credit for SHRM Professionals (Approval No. 22-X525K)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

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.

NASBA APPROVED

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.

CTEC APPROVED

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.

Presenter

About Presenter

Corey Rosen

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.

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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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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