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Menkeco

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Self-Study CPE
IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
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IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
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WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
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EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
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NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
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WORLD OF EMPLOYEE FRINGE BENEFITS
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PROTECTING YOUR BUSINESS AND YOUR FAMILY
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PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
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THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
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Menke module4

ESOPS 301: ADVANCED STRATEGIES FOR ESOP OWNED COMPANIES' MANAGERS & ADVISORS​

WE HIGHLY RECOMMEND TAKING OUR FREE CPE ESOP 101 AS AN INTRO LEVEL COURSE AS A PREREQUISITE: http://www.cpaacademy.org/self_study_show/a0D1A00000svOaUUAU
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Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites Recommended prerequisites are Modules 1, 2 and 3.
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Series: ESOPs, Taxes
Course Description

Advanced ESOP structures. This 90 minute webinar is for advisors with ESOP clients or officers of ESOP owned businesses. Topics include (a) advanced ESOP structures and strategies, (b) advanced tax considerations, and (c) ESOP accounting. If you are not familiar with ESOPs the recommended prerequisites are Modules 1, 2 and 3.

Michael Pasahow

Menke and Associates, Inc
Corporate Counsel
mpasahow@menke.com
(415) 318-1017

Menkeco

Michael A. Pasahow is a business attorney specializing in employee benefits law and ESOP transactions. Mr. Pasahow is responsible for assisting the Menke & Associates, Inc. legal department with plan design, drafting, and submission to the Internal Revenue Service as well as advising ESOP clients of Menke & Associates, Inc. concerning corporate transactions and ongoing ESOP management. Mr. Pasahow received his B.A. degree in Political Science and Japanese from Swarthmore College and his Juris Doctor degree from the University of California Berkeley School of Law.

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.
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Presentation Slides
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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.