ESOP Series Module 2: Employee Stock Ownership Plans (ESOPs)

Overview

This on-demand self-study course addresses practical tips to help you, your clients and your organization to get through and manage a cash crisis. It is based upon the popular live webcast “Practical Tips to Get Through a Cash Crisis,” originally broadcast in May 2020. During the course, you will receive practical advice and ideas to help manage issues brought on by the pandemic.

Highlights

• Structure, Purpose, Features of ESOPs
• Tax Advantages
• Legal Considerations

Prerequisites

None.

Designed For

Financial professionals who wok with small business owners and advisors who lead or work on an owner’s team of business succession planning professionals

Objectives

• Understanding ESOPs: structure, purpose, and key features
• Tax advantages and legal considerations
• Governance and other key details

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.