ESOPs - What To Say When A Client Asks

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  • Date/Time
    • Jan 17, 2025
    • Sign In: 9:30am (MT)
    • Program: 10:00am - 11:00am (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Specialized Knowledge - Technical (1.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Overview
  • Fields of Study
    • Specialized Knowledge

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

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