Content Provider
Menkeco

Bill.com middlebanner092320
Self-Study CPE
EXPATRIATE TAXATION - A DEEPER DIVE
View Details/Register
FOREIGN NATIONAL TAXATION - A DEEPER DIVE
View Details/Register
IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
View Details/Register
FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
View Details/Register
MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
View Details/Register
TAXATION OF IRAs AT DEATH
View Details/Register
ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
View Details/Register
1099: BEYOND THE BASICS
View Details/Register
AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
View Details/Register
EARNED INCOME TAX CREDIT
View Details/Register
AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
View Details/Register
EDUCATION TAX BENEFITS
View Details/Register
EARNED INCOME TAX CREDIT DUE DILIGENCE
View Details/Register
TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
View Details/Register
HOME OFFICE DEDUCTION
View Details/Register
THE SECTION §199A PASS-THROUGH DEDUCTION
View Details/Register
TAX TREATMENT OF LIFE INSURANCE PROCEEDS
View Details/Register
SCHEDULE C OF FORM 1040
View Details/Register
BASIC INDIVIDUAL TAXATION
View Details/Register
TAXES IN eMONEY: FINANCIAL PLANNING AFTER THE TAX CUTS AND JOBS ACT
View Details/Register
TAX PROCEDURE
View Details/Register
INTERNATIONAL CROSS BORDER TRANSACTIONS
View Details/Register
IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
View Details/Register
§1031 LIKE-KIND EXCHANGES
View Details/Register
EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
View Details/Register
TAX EFFICIENT CHARITABLE GIVING STRATEGIES
View Details/Register
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
View Details/Register
1099-MISC: BOX BY BOX
View Details/Register
MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
View Details/Register
WORKING WITH SCHEDULE C TAXPAYERS WITH INCOMPLETE RECORDS
View Details/Register
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
View Details/Register
NON-FILERS: A DIFFERENT TYPE OF CIENTELE
View Details/Register
ADVISING A FAMILY AFTER THE DEATH OF A LOVED ONE: TAX & FINANCIAL CONSIDERATIONS
View Details/Register
TAXATION OF US EXPATRIATES: TAX YEAR 2019
View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
View Details/Register
INTERNATIONAL TAX TREATIES
View Details/Register
UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
View Details/Register
THE MATHEMATICS OF SECURE: WHERE THE TAX LAW AND ECONOMICS COLLIDE
View Details/Register
CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
View Details/Register
TAXPAYER PENALTIES, PROMOTER PENALTIES AND FRAUD REFERRALS
View Details/Register
UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
View Details/Register
PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
View Details/Register
UPDATES FROM HEAD OF IRS COLLECTION AND THE TAXPAYER ADVOCATE
View Details/Register
IMPACT OF COVID-19 AND THE TAX CUTS AND JOBS ACT ON LIFE INSURANCE PLANNING
View Details/Register
BEST IRA IDEAS IN 2020
View Details/Register
UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS
View Details/Register
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.

Esops selfstudy
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.

Loading ...

Loading ...
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.

Nasba
Logo qas

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.