ESOP Series Module 4: Employee Ownership Trusts ON DEMAND

Available Until Monday, May 31, 2027

Your Desk

1.0 Credits

Member Price $49.00

Non-Member Price $59.00

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Overview

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs.

Highlights

Structure, purpose, and features of EOTs. Tax advantages. Legal considerations.

Prerequisites

None.

Designed For

Financial professionals who wok with small business owners and advisors who lead or work on an owner’s team of business succession planning professionals.

Objectives

Understanding worker EOTs. Tax advantages and legal considerations. Governance and other key details.