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| ESOP: Disrupting the Exit Strategy Platform(1427Q) |
Course CPE: 2 hours
Field(s) of Study: Finance–2 hrs
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study
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Item
Number: 20BV0618ESOP3
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: June 18, 2020
Presenter: Stephen White
Program Description:
Employee stock ownership plans (ESOPs) are popular forms of deferred compensation plans and can be effective tools for exit planning. ESOPs provide tax advantages for the business owner seeking to plan for ownership succession and retirement while retaining control of the business. Structured properly, ESOPs can enhance the company’s liquidity, preserve working capital, reduce a business owner’s income tax burden, provide the business with tax deductions, and offer tax-deferred income to employees.
After completing this course, attendees will be able to:
- Identify the importance of how ESOPs can play an important role in the ownership succession planning
- Differentiate what an ESOP is and how it works
- Select the critical role of valuation advisors in the ESOP process
- Identify the characteristics of companies that are good ESOP candidates
- Identify issues when it pertains to ESOP valuations
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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