Virtual
ESOPs - What To Say When A Client Asks 2024
Date: July 31, 2024
Time: 9 – 10 a.m. PT
CPE: 1
Overview
Corporate clients concerned with succession planning and stock compensation often have heard about Employee Stock Ownership Plans (ESOPs). You will learn the fundamentals of what an ESOP really is, the tax advantages for corporations and the shareholders, and the benefits for employees. We will compare and contrast C corporation versus S corporation ESOPs.
Product Code
1000003392-128929
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs who want to guide clients on the topic.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
Working knowledge of C and S corporation taxation and some familiarity with qualified retirement plans is preferred.
Learning Objectives
Major Subjects
- ESOP types
- ESOP benefits
- Resources
Other Dates
Faculty
Kevin Long
Kevin Long is a shareholder at the Employee Benefits Law Group, specializing in ESOP (Employee Stock Ownership Plan) law. With a wealth of experience as an ESOP attorney, Kevin is trusted by business owners to craft stock-based succession plans that ensure their financial security and retirement while motivating employees through ownership stakes. Overseeing transactions for a diverse array of companies, from professional firms to manufacturer...
More about Kevin LongAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.