COR1935. ESOPs and shareholder liquidity, employee engagement and executive compensation

Track: 
Tax - Construction
Field of Study: 
Specialized Knowledge
CPE Credit: 
1.5
Knowledge Level: 
Advanced
Advanced Preparation: 
None
Prerequisite: 
Attendees should have at least an intermediate understanding of A&A, Tax and Industry Issues

Friday, December 6, 2019
 
10:25am-11:40am

This session will dive deep into the tax and accounting attributes of an ESOP including examples and discussion on when the ESOP can be an attractive liquidity strategy for private businesses, partnerships, and divestiture.
Learning Objectives:

  • Learning objectives include: Understanding the personal, corporate, and retiree tax benefits of an ESOP
  • Understanding how an owner achieves fair market value, cash over time, and equity incentives in an ESOP
  • Understanding how an ESOP benefits management
  • Understand how an ESOP benefits employees


SESSION SPEAKER(S)

Partner | Marcum LLP
CPA
Manager | CLA (CliftonLarsonAllen LLP)
Founder and CEO | Verit Advisors LLC