ESOP Series Module 4: Employee Ownership Trusts (EOTs)

Overview

Simplifying financial reporting without compromising quality is the mission of the Private Company Council (PCC). By advocating for the needs of private companies, the PCC reduces unnecessary complexity, making financial reporting more efficient and accessible for stakeholders like lenders, creditors, and owners. In this must-watch segment, we’re joined by two industry leaders, Jere Shawver — Chair of the PCC and CEO at Baker Tilly, LLP, and Phil Marciano — Partner at Citrin Cooperman. Jere and Phil offer valuable insights into how the PCC is reshaping financial standards and streamlining processes to benefit businesses and financial users alike.

Highlights

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

Prerequisites

None.

Designed For

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

Objectives

• Understanding Worker EOTs: 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.