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Get acquainted with the most popular ESOP scenarios and structures you are likely to encounter when working with private companies. We'll examine implementations for C and S corporation clients using real-life case studies; learn how ESOPs are used to achieve various planning objectives; and how to avoid tax and legal risks often perceived as ESOP byproducts. ESOP valuations and GAAP accounting for ESOP loans will be presented by guest experts.
Read case studies in ebook prior to lecture.
The lunch period for this event will be 30 minutes and a box lunch is included in your registration fee. Class will adjourn at 4 p.m. unless otherwise specified.
Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.
To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).
Knowledge and experience in corporate tax and business transactions. Basic knowledge of qualified retirement plan taxation.
CPAs, attorneys, CFOs, controllers and other financial professionals interested in learning more about identifying and consulting on ESOP strategies.