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Menkeco

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Self-Study CPE
WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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AREAS OF CONTROVERSY UNDER THE TCJA
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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WHEN IS THE UPDATED VOLUNTARY DISCLOSURE PRACTICE THE BEST CHOICE?
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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EXPATRIATE TAXATION - A DEEPER DIVE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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HOME OFFICE DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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SCHEDULE C OF FORM 1040
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BASIC INDIVIDUAL TAXATION
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TAX FEATURES & CAPABILITIES IN EMONEY ADVISOR'S FINANCIAL PLANNING PLATFORM
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TAX PROCEDURE
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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§1031 LIKE-KIND EXCHANGES
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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1099-MISC: BOX BY BOX
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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WORKING WITH SCHEDULE C TAXPAYERS WITH INCOMPLETE RECORDS
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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NON-FILERS: A DIFFERENT TYPE OF CIENTELE
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ADVISING A FAMILY AFTER THE DEATH OF A LOVED ONE: TAX & FINANCIAL CONSIDERATIONS
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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INTERNATIONAL TAX TREATIES
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CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
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TAXPAYER PENALTIES, PROMOTER PENALTIES AND FRAUD REFERRALS
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
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UPDATES FROM HEAD OF IRS COLLECTION AND THE TAXPAYER ADVOCATE
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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
CPE Credits1.5 hours
CE Credits 0.0 hours
Subject Area Taxes
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJun 24, 2020
Date OfferedJun 24, 2020
Series: Taxes, ESOPs
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.

Not logged
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) 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.

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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.