Description
What is an ESOP? What are the benefits? How do I advise my clients? While an Employee Stock Option Plan can act as a technique of finance and an employee benefit plan, there are multiple types, advantages and consequences. Join us in a discussion on this topic to better understand objectives, impact and scope.
Presenter - Kevin Long
Designed For
Designed For: CPAs who want to guide clients on the topic.
Role Level - Manager/Senior Manager;Director;Executive/VP;C-Suite;Sole Practitioner;Board
Objectives
- Determine the fundamental questions and concerns a client may have about implementing an ESOP.
- Recognize client fact patterns that are amenable to an ESOP as a client succession or benefits solution.
- Identify what tax incentives and employee benefits of an ESOP are most relevant to your client.
Highlights
- ESOP types
- ESOP benefits
- Resources
Advanced Prep
None
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Leaders
CALCPE Panel
No Biography Available