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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
In the looming "Silver Tsunami" of retirements among baby boomer business owners, a staggering reality emerges: half of all U.S. businesses are owned by those over 55, with many lacking a proper exit plan. This impending wave risks washing away millions of businesses and jobs. Yet, for small business owners unable to find suitable buyers or disinterested family successors, selling their business becomes a formidable challenge. As advisors, expanding your expertise to include employee ownership in exit planning is a valuable asset.
Designed for small business advisors and professionals navigating business succession, this CPE course equips you with the essential knowledge to champion employee ownership. By adding this strategy to your service portfolio, you empower small business owners to explore a sustainable exit plan. Aimed at inspiring and activating advisors, this module facilitates a comprehensive understanding of employee ownership, nurturing a robust network of professionals proficient in executing these strategies.
Key Topics:
This CPE Finance webinar is to enable advisors to identify, educate, and guide small business clients toward appropriate employee ownership forms, including the intricate Employee Stock Ownership Plans (ESOPs). By the end of this course, participants will confidently comprehend ESOP structures, grasp their significance, assess tax benefits, and delve into governance and administration aspects.
Vice President, Project Equity
Stacey has spent most of her career helping businesses examine their impact and aligning it with their values. She started as a CPA with Arthur Andersen, then moved into strategy and organizational development. Seeking to devote her financial expertise to social and environmental issues, she was an early mover in the field of sustainability and corporate responsibility in the US. She joined Business for Social Responsibility in 2001 to build their business consulting practice and spent the next decade guiding Fortune 500 companies to address their negative impacts. Recently, Stacey began consulting to nonprofits and foundations to strengthen their strategy, management, and governance practices. Through her work with the Public Equity Group and her own independent practice, she explored the structural barriers to wealth and other drivers of generational poverty.
At Project Equity she is helping grow our team of professionals to accelerate the adoption of employee ownership as a key to building wealth and high-quality careers in communities. In addition to having been a licensed CPA, Stacey has a degree in Business Administration from the University of Vermont and has done coursework in International Business Studies at the University of Copenhagen. When she is not working, you can find her hiking the Bay Area hills, indulging in the restaurant scene, and playing with her family.
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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.
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