Content Provider



Available Date(s) Wednesday, October 11, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
Cost Free   CPE Credits 1.5 hours   Subject AreaESOPs (Taxes)  Course LevelBasic  Instructional MethodGroup Internet-Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
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.


"ESOP is a rather complicated subject; however, this presentation added a lot more knowledge to what I knew about ESOPs before."

"Not only did I learn how to effectively plan and continue to grow an ESOP, I was also informed of the numerous misconceptions about them!"

"The subject matter was one that I knew absolutely nothing about. The presenter made the material extremely interesting and left me wanting to attend the next session to pick up where he left off today."

"I thought the webinar presented key concepts relating to an ESOP effectively for the audience to comprehend."

"This session significantly increased my knowledge of ESOP parameters and possibilities! Thank you!"

"This was an excellent and extremely well presented course. I took this to get some insight as a client was asking about it, and I will now sign up for the other 3 webinars."

Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
(415) 362-5200 x 1011

Menkeco Linkedin

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.

Handout Materials
Presentation Slides
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 Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211