Understand the benefits of establishing an ESOP along with the practical issues that may be involved.
Whether you are considering offering your employees a new employee benefit or considering succession planning opportunities, an ESOP can be a valuable tool for a closely-held business. This topic will not only explain the benefits of establishing an ESOP, but also detail the practical issues involved in deciding whether to establish an ESOP; describe the traditional ESOP transaction; discuss the compliance, administrative and governance issues involved in administering an ESOP; and identify the tax advantages of establishing an ESOP.
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Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is an ESOP?
Why Sell to an ESOP?
Who Should Sell to an ESOP and Who Should Not Sell to an ESOP?
The ESOP Transaction
- The Structure
- The ESOP Valuation
- Financing an ESOP
An ESOP as an Employee Benefit
- Compliance Requirements
- Administering the ESOP
- ESOP Governance
Tax Advantages
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 21, 2021.
Call 1-866-352-9540 for further credit information.
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Renee Lieux
McNees Wallace & Nurick LLC
- Of counsel at McNees Wallace & Nurick LLC
- Practice emphasizes all aspects of employee benefits law and executive compensation
- Conducts regular seminars on issues related to employee benefits and executive compensation
- Author of articles related to executive compensation and employee benefits
- Admitted to practice in Pennsylvania, Louisiana, and New York
- LL.M. degree, Georgetown University Law Center; J.D. degree, University of Detroit Mercy School of Law; M.A. degree, Northwestern State University; B.A. degree, Louisiana State University
- Can be contacted at [email protected] or 717-237-5484
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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