Content Provider
Menkeco

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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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INTERNATIONAL TAX TREATIES
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THE MATHEMATICS OF SECURE: WHERE THE TAX LAW AND ECONOMICS COLLIDE
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UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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Free cpe webinars
ESOP Overview for Owners, CFOs & CPAs

ESOP OVERVIEW FOR OWNERS, CFOs & CPAs

Available Date(s)
Tuesday, May 04, 2021: 2:00PM EDT
Tuesday, June 08, 2021: 2:00PM EDT
Tuesday, July 06, 2021: 2:00PM EDT
Tuesday, August 03, 2021: 2:00PM EDT
Tuesday, September 14, 2021: 2:00PM EDT
Tuesday, October 05, 2021: 2:00PM EDT
Tuesday, November 09, 2021: 2:00PM EST

Cost Free
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: ESOPs, Taxes
Course Description

This 2-hour webinar provides a broad overview of Employee Stock Ownership Plans or "ESOPs."

Topics include: using ESOPs as a business succession tool, how ESOPs are structured and financed, typical scenarios where they are used, the tax differences and benefits between S corporation and C corporation ESOP owned companies, who runs and controls an ESOP owned business, how ESOP shares are valued compared to other sale options, and how employees benefit personally and become more productive.

Learning Objectives:


  • Identify when ESOPs may be useful

  • Identify basic facts about ESOPs and the benefits they provide owners & employees

  • Recognize the differences between C corporation strategies and S corporation strategies

  • Define how ESOPs valuations are derived

  • List the pros and cons of seller financing versus bank financing

Linkedin

Phillip DeDominicis

Menke and Associates, Inc
Managing Director - Investment Banking
pdedominicis@menke.com
410-885-2531

Menkeco

Before joining Menke & Associates 15 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on changing the control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985 and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Menkeco
Menke & Associates is a nationally recognized firm that specializes in the design and installation of employee stock ownership plans (“ESOPs”). Since 1974 Menke & Associates has provided comprehensive ESOP services including feasibility and design, financial consulting, legal services, employee communication, and plan administration/ record keeping services. Menke & Associates has installed over 3,000 ESOPs.