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Menkeco

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Menke esop101detail

ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: ESOPs, Taxes
Course Description

This course is an introduction to ESOPs. This 90-minute webinar provides a broad overview of Employee Stock Ownership Plans. Topics include: (a) an industry overview; (b) how ESOPs are designed as a qualified company retirement plan; (c) using ESOPs as a business succession tool; and (e) typical scenarios when they are used.

Learning Objectives:


  • Identify basic facts about ESOPs and the benefits they provide owners and employees

  • Identify how to design and use an ESOP

Linkedin

Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
(415) 318-1011

Menkeco

Kyle Coltman has worked extensively in the design of employee buyouts since joining the firm in l979. During this time, he has supervised several hundred ESOP buyouts for owners of privately-held firms. Mr. Coltman’s responsibilities encompass all phases of deal structuring, financing, and coordination of ongoing services. Mr. Coltman graduated with honors from the University of California, San Diego, receiving a B.A. degree in Economics. He received his M.B.A. degree in finance at the University of California, Berkeley.

Linkedin

Phillip DeDominicis

Menke and Associates, Inc
Managing Director - Investment Banking
pdedominicis@menke.com
410-885-2531

Menkeco

Before joining Menke & Associates 20 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on changing the control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985 and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Menkeco
Menke & Associates is a nationally recognized firm that specializes in the design and installation of employee stock ownership plans (“ESOPs”). Since 1974 Menke & Associates has provided comprehensive ESOP services including feasibility and design, financial consulting, legal services, employee communication, and plan administration/ record keeping services. Menke & Associates has installed over 3,000 ESOPs.