ESOPs – A Valuable Tool for the Closely-Held Business (OnDemand Webinar)

$219.00

SKU: 407443EAU

Description

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 closelyheld 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.

Date: 2021-01-21 Start Time: End Time:

Learning Objectives

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

No Credit Available

Renee Lieux-McNees Wallace & Nurick LLC