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ESOP Overview For Owners, CFOs & CPAs

Ratings and Review

4.5

2005 Ratings

Excellent

1187

Very Good

693

Average

116

Poor

7

Terrible

1

PJ

Paul Joyce, Accountant/Bookkeeper/Tax Professionals, EA

Jan 7th, 2021

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.

JC

Joydev Chakraborty, EA

Jan 8th, 2021

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.

MZ

Michael Ziegler, CFP® (US)

Jan 7th, 2021

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

Niklas Mollenholt, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Jan 8th, 2021

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.

CM

Craig Mason, CPA (US)

Sep 16th, 2021

Please note during this (recorded) presentation someone other than the actual presenter was often heard (phone ringing, talking). At one point I heard him use foul language several times. Very unprofessional! That person should be reported to the firm sponsoring this webinar AND he should be prohibited from participating in YOUR (My-CPE) webinars in the future.

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Subject Area

Taxes

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