On-Demand
ESOP Series Module 4: Employee Ownership Trusts (EOTs) 24-25
CPE: 1
Overview
At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs.
This course is offered in partnership with Project Equity.
Product Code
1000003556
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Basic
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Structure, Purpose, Features of EOTs
- Tax Advantages
- Legal Considerations
Faculty
Stacey Smith
At Project Equity Stacey 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 t...
More about Stacey Smith