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CPA Leadership Institute Webinar Series
January 9th, 2014 |
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Want to attend?
Join now as a Professional Member for $299 and you can attend webinars free. Also review our group plans. Contact us today.
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join.
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CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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ESOPs for CPAs and Their Clients
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
 Employee stock ownership plans (ESOPs) are used by over 10,000 closely held companies as a highly tax advantaged way for owners to sell all or part of their ownership stake to a company-funded employee trust. This program describes the rules, tax benefits, and feasibility issues of these plans.
 Presenter, Corey Rosen, is the senior staff member and founder of the National Center for Employee Ownership, a private, nonprofit membership, information, and research organization in Oakland, CA that is widely considered to be the authoritative source on broad-based employee ownership plans.
View the course syllabus.
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Cost & Registration
To register, select the date by your membership level.
Purchase a recording.
| Professional member |
$39 |
| Premium member |
$59 |
| Standard and Non-member |
$99 |
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Program Information
Who Should Attend
- Business owners
- CFOs
- Business advisors
What You Learn
- Tax benefits of selling to an ESOP
- How ESOPs work
- When ESOPs make sense and when they don't
Benefits of Attending
- Learn how ESOPs may help your clients stay independently owned
- Learn the myths and realities of ESOPs
- Find more resources on how to use ESOPs
Program Level: Basic
Prerequisite: 5 years of experience
Advanced Preparation: None
Field of Study: Specialized Knowledge and Applications
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
Recommended Reading
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
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©2013 CPA Leadership, 200 East Randolph Street, 24th Floor, Chicago, IL 60601
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