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Nebraska Society of CPAs
635 South 14th Street
Suite 330
Lincoln, Nebraska 68508
Phone: (402) 476-8482 (800) 642-6178
Fax: (402) 476-8731
Email: society@nescpa.org
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Employee Stock Ownership Plans: The Quintessential Ownership Transfer Strategy
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| Date |
November 17, 2010
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| Location | Mahoney State Park, Ashland, NE |
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| Course Time |
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8:30 a.m. to 4:30 p.m. |
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Employee stock ownership plans are the quintessential ownership transfer tool - no other exit strategy provides the economic and tax benefits that are available to the selling stockholder and the Company that an ESOP offers. The course is an introduction to employee stock ownership plans and will provide the participant with the knowledge they need to assist their clients in this area.
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| Course Highlights & Objectives |
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Learn what an ESOP is and how it works, the difference between a leveraged and non-leveraged ESOP, overview of IRS and DOL regulations, the benefits to the selling stockholder and the sponsoring company, requirements for a Section 1042 rollovers, how to identify candidates for a leveraged ESOP transaction, how to structure an ESOP transaction, the role of the advisors in the ESOP transaction, an overview of SOP 93-6, how to account for an ESOP on the accounts of the sponsoring company, how to value the sponsoring company's stock for ESOP purposes, how to review an ESOP valuation report, how to handle S-corporation ESOP issues, fairness opinions and what are the issues in ESOP sustainability and how to address them.
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| Who Should Attend |
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| CPAs, attorneys and other financial advisors, practitioners in industry who may be considering an ESOP. |
| Course Level | Basic |
| Prerequisites | None |
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| Discussion Leader | Chris E. Best, Best Business Appraisals |
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| Additional Information: |
Parking is available on site and lunch is provided. |
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| Fee |
$225 - Society Member
$255 - Society Nonmember |
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