Events

OPs – A Valuable Tool for the Closely-Held Business

January 21, 2021
Webinars

Renee Lieux will be presenting ESOPs – A Valuable Tool for the Closely-Held Business on January 21, 2021 from 1-2:40p for Lorman. Click here to register.

About this Webinar:
Whether you are considering offering your employees a new employee benefit or considering succession planning opportunities, an ESOP can be a valuable tool for a closely-held business. This topic will not only explain the benefits of establishing an ESOP, but also detail the practical issues involved in deciding whether to establish an ESOP; describe the traditional ESOP transaction; discuss the compliance, administrative and governance issues involved in administering an ESOP; and identify the tax advantages of establishing an ESOP.

Learning Objectives

  • You will be able to identify who should and should not establish an ESOP.
  • You will be able to describe the benefits of establishing an ESOP.
  • You will be able to explain how an ESOP transaction works.
  • You will be able to discuss the tax benefits of establishing an ESOP.