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.
Learning Objectives
- 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
Featuring
Steve Berman - Managing Director, CSG Partners
Claim your free pass & register at Lawline.com.
