Content Provider
Menkeco

Middle esop101 ss
Self-Study CPE
EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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HOME OFFICE DEDUCTION
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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EDUCATION TAX BENEFITS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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Menke esop301how

ESOPS 301: HOW TO SELL COMPANY STOCK TO AN ESOP & RESULTING TAX ADVANTAGES

Please note that the course titles have updated since 2017. Be sure to read the course description carefully to ensure you are registering for the correct course. While suggested, you are not required to take the ESOP course series in order.
Available Date(s)
Wednesday, December 04, 2019: 2:00PM EST

Cost Free
CPE Credits 1.5 hours
Subject Area Taxes
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites Recommended prerequisite is Module 1.
Advanced Preparation None
Series: ESOPs, Taxes
Course Description

Intermediate ESOP topics. This 90 minute webinar includes details on (a) how ESOPs are structured and financed, (b) the tax differences between S corporation and C corporation ESOP owned companies, (c) who runs and controls an ESOP owned business, and (d) how ESOP shares are valued compared to other sale options. Recommended prerequisite is Module 1.

Learning Objectives

  • Understand the differences between C corporation strategies and S corporation strategies

  • Understand how valuation issues interrelate with the timing of tax law changes

  • Understand the pros and cons of seller financing versus bank financing

Linkedin

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.

Linkedin

Phillip DeDominicis

Menke and Associates, Inc
Managing Director - Investment Banking
pdedominicis@menke.com
(410) 885-2531

Menkeco

Prior to joining Menke & Associates 15 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on change of control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985, and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Nasba

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.

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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.