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EBP1921
Is an ESOP Right for Your Company?
Date
May 6, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Employee Benefit Plans Conference 2019
This session will discuss whether an ESOP is the best business succession planning tool for a company. We will provide an overview of an ESOP, why a company might or might not want one, and tax/economic/business perspectives of an ESOP. We will provide a case study to illustrate the analysis.
- Identify clients in which an ESOP as a business succession planning alternative is appropriate.
- Recall aspects of an ESOP in order to propose to potential ESOP candidates.
- Recognize potential advantages and disadvantages of ESOPs, including concerns related to risk, cost, and complexity.
Speakers
Mark D. Welker, CPA, JD
Partner, Husch Blackwell LLP
Keandra Greene, Enrolled Agent
Washington Nat'l Tax, RSM US LLP
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