Learn the legal concepts and strategy behind employee stock ownership plans, earn pre-approved CLE credits, and save $89 on this free Lawline.com course.
Whether you are unfamiliar with ESOPs or you could use a refresher, this course covers the practical benefits of an employee ownership while highlighting the fiduciary and special tax rules applicable to these transactions. M&A, tax, trust and estate, and business succession practitioners - as well as middle-market business advisors - will benefit from this webinar.
Discuss how to use employee stock ownership plans as a business succession strategy
Integrate an ESOP transaction with estate planning techniques
Identify how an ESOP sale can be an alternative to an M&A transaction
Update clients on financing options in the current business environment
Review the fiduciary rules under ERISA applicable to ESOP transactions
Summarize the special tax rules applicable to ESOP transactions