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| Legal Considerations for ESOPs (160803N) |
Course CPE: 1 hour
Field(s) of Study: Business Management and Organization–1 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 16PEP0803
Shipping Weight: 0lbs. 0oz. |
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$95.00 |
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Recording Date: August 3, 2016
Presenter: Erin Turley; David Solomon
Program Description:
The aging of the baby boom generation has resulted in a large and increasing number of business owners considering ownership succession and liquidity alternatives. While many business owners will pursue traditional strategies such as a sale to a third-party, a management buyout, or leveraged recapitalization, for some business owners a sale to an employee stock ownership plan (ESOP) will be an attractive alternative. ESOPs impose a legal requirement that the subject company's stock be valued as of the date of the transaction and annually thereafter. In this five-part webinar series, you will learn ESOP basics, valuation, legal, accounting, and finance considerations from a group of the top ESOP professionals in the United States, concluding with a discussion of case studies.
This webinar discusses the legal issues that arise during an ESOP transaction, as well as other post-transaction considerations.
After completing this webinar, attendees will be able to:
- Identify the legal issues associated with various ESOP transaction structures
- Recognize the critical decisions surrounding the selection of the ESOP trustee
- Identify legal questions associated with a transfer of 401(k) plan assets to an ESOP
- Recognize and prepare for the ESOP transaction due diligence process
- Identify the additional hot-button issues and current trends in ESOP transactions
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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