Content Provider
Menkeco

Middle corpnet200707
Self-Study CPE
BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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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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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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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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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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Free cpe webinars
How to Sell Your Business To an ESOP: For CFOs and Business Owners

HOW TO SELL YOUR BUSINESS TO AN ESOP: FOR CFOs AND BUSINESS OWNERS

Available Date(s)
Wednesday, August 05, 2020: 2:00PM EDT

Cost Free
CPE Credits 2.0 hours
CE Credits 0.0 hours
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar will describe the tax and financial benefits benefits, structure, and process of selling a privately held business to an Employee Stock Ownership Plan (ESOP). Designed for CFOs and business owners, this informative course first describes the ABCs of ESOPs but will then cover:


  • special tax advantages that ESOPs have to offer;

  • how ESOPs can be used to solve a number of different ownership succession problems;

  • how companies are valued for ESOP purposes;

  • the pros and cons of ESOPs versus other alternatives

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.

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.
Handout Materials
Presentation Slides
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.

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.