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You can’t spell Succession Planning without ESOP

July 20, 2021 @ 1:00 pm - 2:00 pm EDT

Crowe CPE Webinars

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

Register now


Event description

The construction industry is booming, and many companies are looking for succession and exit strategies; especially with potential tax rate increases on the horizon. This webinar, presented by Russ Matthys and Scott Schmucker of Crowe LLP, will provide insights into utilizing an ESOP to aid in that transition. This webinar will cover current trends in the ESOP transaction space, a general overview of how it works, and why the construction industry in particular is utilizing the ESOP structure more than ever before.

Event summary

After attending this webinar, participants will be able to:

  • Identify the pros and cons of ESOP as it relates to succession planning
  • Demonstrate an understanding of how ESOPs work
  • Demonstrate an understanding of accounting and tax treatment of ESOPs in the context of a succession plan
  • Relate the power of the proper structure in an ESOP transaction

Continuing professional education

Prerequisites: None

Delivery method: Webinar (group internet based)

Advance preparation: None

Program level: Basic

Field of study: Tax

This session is recommended for 1.0 hour of CPE credit.
Additional CPE information

There is no fee to participate in this event; therefore, there is no cancellation fee.

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