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ESOPs as a Succession Strategy

 Fri, 06/27/2025 from 3:00 pm to 4:00 pm
 
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Registration is Open
Member Price
$39.00 Regular Registration
Your Price
$59.00 Regular Registration
Designed For:

This session is intended for any business advisor or CPA that works with family owned, mid-sized companies that are looking for succession planning options.

Prerequisite:

Basic understanding about business planning and succession is necessary

This session will provide a basic overview of Employee Stock Ownership Plans (“ESOPs”). It will specifically address what companies are well suited for establishing an ESOP, how ESOPs are implemented, and how employees and departing owners alike can benefit from them. The session is intended to provide business and tax advisors with talking points about how an ESOP may be used as a succession planning strategy.

Delivery Method: Individual webcast
CPE Credit: Business management & organization
Program Level: Overview

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Analyze the key factors influencing the strategic implementation of Employee Stock Ownership Plans (ESOPs) for businesses, emphasizing their suitability, implementation process, and associated benefits for employees and departing owners, within the context of succession planning, employee benefits, and tax advantages, to equip business and tax advisors with comprehensive understanding and effective communication strategies.

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.