Understanding ESOPs-A Powerful Tool For Companies And Their Owners Webcast | 4203901B

Course Details


Tuesday, September 22, 2020

7:00am – 10:00am
(Registration: 6:30am)

Field of Study


Course Number


CPE Credit

3.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Needs a Prerequisite for an intermediate level course.


The employee stock ownership plan (ESOP) is a unique structure that enables shareholders of privately held corporations to liquidate stock on remarkably attractive terms through a sale to an employee benefit plan. Gain a clear understanding of ESOPs, how they work, and the situations where they are attractive.


The identity of an ESOP as a qualified retirement plan
Tax savings associated with ESOPs
Valuation of stock to be sold to an ESOP
Financing an ESOP's purchase of stock
Scenarios in which ESOPs are most attractive
Corporate governance and control
ESOPs in S corporations
Ongoing maintenance and operation of an ESOP


The technical nature of the ESOP as a qualified retirement plan
Unique tax advantages associated with the ESOP
How an ESOP can provide liquidity to private company shareholders
Common scenarios in which ESOPs are attractive
The process of assessing the feasibility of an ESOP
The process of implementing an ESOP
Ongoing maintenance and operation of an ESOP

Designed For

CPAs, attorneys, CFPs and others who advise privately-held business owners.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $150.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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