Webinar

ESOPs as a Succession Strategy

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This session will provide a basic overview of Employee Stock Ownership Plans ("ESOPs"). It will specifically address what companies are well suited for establishing an ESOP, how ESOPs are implemented, and how employees and departing owners alike can benefit from them. The session is intended to provide business and tax advisors with talking points about how an ESOP may be used as a succession planning strategy.

Major subjects

• Succession Planning
• Employee Benefits
• Tax Advantages

Learning objectives

• Analyze the key factors influencing the strategic implementation of Employee Stock Ownership Plans (ESOPs) for businesses, emphasizing their suitability, implementation process, and associated benefits for employees and departing owners, within the context of succession planning, employee benefits, and tax advantages, to equip business and tax advisors with comprehensive understanding and effective communication strategies.

Who should take this program?

• This session is intended for any business advisor or CPA that works with family owned, mid-sized companies that are looking for succession planning options.  

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.