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DISCOVER THE POWER OF ESOPS

October 31, 2023 @ 11:00 am - 12:00 pm EDT

Free
Marcum CPE webinars

Participants of the free live webinar will be eligible for 1 CPE credit.

Register

Every business owner will eventually need to exit their firm. This presentation shows how an Employee Stock Ownership Plan can provide liquidity to selling shareholders in a tax-advantaged environment, all while providing a retirement plan for employees and creating a lasting legacy for selling shareholders.

Patrice Radogna, Partner, Advisory Services – Marcum LLP
Wilson Denari, Manager, Advisory Services – Marcum LLP

Program Description Discover the Power of ESOPs
Important Notice Regarding CPE:
Learning Objectives After completing this session, participants will be able to:

  • Describe the process of exiting your firm.
  • Identify available options for monetizing shareholder interests.
  • Summarize the pros and cons of an ESOP.
  • Explore the ESOP benefits available to selling shareholders, employees, and the company.
  • Recognize the tax incentives of an ESOP plan.
  • Indicate the mechanics of an ESOP transaction and how companies and selling shareholders enter into a transaction.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge

Details

Date:
October 31, 2023
Time:
11:00 am - 12:00 pm EDT
Cost:
Free
Event Category:
Event Tags:
Website:
https://www.marcumevents.com/events/discover-the-power-of-esops

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