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| How Employee Stock Ownership Plans Make a Powerful Exit Planning Option (1707Q) |
Course CPE: 2 hour(s)
Field(s) of Study: Business Management and Organization–1 hr; Finance–1 hr;
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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Number: 23EP0713HES
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: July 13, 2023
Presenter: Richard Glassman
Program Description:
Exit Planning includes evaluating all of the exit options for a business owner. The Employee Stock Ownership Plan is one of the least known and most-often misunderstood exit planning options. Mr. Glassman will share his experience of where "the ESOP" conversation can lead to dynamic alternatives for business owners to consider and for advisors to 'get credit' for bringing creative ideas. With the special tax savings options, the ESOP can be a very attractive exit alternative to the right business owners.
After completing this course, attendees will be able to:
- Identify how an ESOP plan works within an exit plan
- Determine the concept of an ESOP to business owners
- Identify the tax benefits of the ESOP to business owners
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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