ESOPs - What To Say When A Client Asks

Overview

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.

Highlights

• ESOP types
• ESOP benefits
• Resources

Prerequisites

None

Designed For

CPAs who want to guide clients on the topic.

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.

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.