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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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Menke esop101detail ss

ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.5 hours  CPE1.5  Subject AreaTaxes  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJan 11, 2017  Date OfferedJan 11, 2017  Who should attend?CPA - small firm
CPA - medium firm
Other 
Course Description

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) typically scenarios when they are used.

Learning Objectives

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

  • Identify how to design and use an ESOP.

Testimonials

"ESOP is a rather complicated subject; however, this presentation added a lot more knowledge to what I knew about ESOPs before."

"Not only did I learn how to effectively plan and continue to grow an ESOP, I was also informed of the numerous misconceptions about them!"

"The subject matter was one that I knew absolutely nothing about. The presenter made the material extremely interesting and left me wanting to attend the next session to pick up where he left off today."

"I thought the webinar presented key concepts relating to an ESOP effectively for the audience to comprehend."

"This session significantly increased my knowledge of ESOP parameters and possibilities! Thank you!"

"This was an excellent and extremely well presented course. I took this to get some insight as a client was asking about it, and I will now sign up for the other 3 webinars."

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Handout Materials
Presentation Slides
Additional Materials
Pros and Cons
Supporting Documentation
Review Questions
Review Questions
QUESTION 1: 6:00 minutes
QUESTION 2: 25:00 minutes
QUESTION 3: 37:00 minutes
QUESTION 4: 49:00 minutes
QUESTION 5: 1:07:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
(415) 362-5200 x 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.

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NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

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.