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.
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Identify basic facts about ESOPs and the benefits they provide owners & employees.
Identify how to design and use an ESOP.
Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
(415) 318-1011
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.
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