Douglas S. Neville

Selling to an ESOP

May 16th, 2017 1:00 PM to 2:15 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

Employee stock ownership plans (ESOPs) offer a potentially valuable alternative for business owners who wish to sell or otherwise transfer ownership of their companies. Potential tax reduction and tax deferral are two of the primary advantages of selling to an ESOP.  However, as with all options for selling or transferring a business, ESOPs are not the right fit in every situation. This webinar will address the general strategies and procedures for selling a business to an ESOP and the potential advantages and disadvantages of ESOPs.  Upon completion of the course, you’ll be able to:

  • Describe how ESOPs are established and operated
  • Discuss how an ESOP can be used to buy all or part of a business
  • List advantages and disadvantages of a sale to an ESOP, including
    • Tax advantages to those who sell to an ESOP
    • Tax benefits of an ESOP to an ESOP-owned company
    • Non-tax advantages and disadvantages of selling to an ESOP
    • Non-tax benefits and costs of an ESOP to an ESOP-owned company
  • Explain how selling to an ESOP compares to other alternatives for a sale or transfer

CPE Credit: Participants can earn up to 1.5 CPE credits in the Taxes field of study.  Please note that CPE credit is only available for viewing the live program.

CLE Credit: Attorneys can earn CLE credit for this course.

Program Level: Beginner

Prerequisites: None

Advance Preparation: None

Instructional Method: Group: Internet-based

National Registry of CPE Sponsors:  Clear Law Institute 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 the 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: www.learningmarket.org.

View Continuing Education Credit

Attorneys

We are approved providers in several states, and our webinars are routinely approved in all states. When you register, you will enter the state(s) for which you are seeking CLE credit. In the unlikely event that the webinar is not approved, we will fully refund your registration fee.

This course is eligible for 1.5 General credits in the following states: CO, FL, KS, MO, NJ, NY, OK, RI, VA, WV, and WI.

This course is eligible for 1.3 General credits in the following states: AL, DE, GA, MS, OH

This course is eligible for 1.25 General credits in the following states: AK, AZ, AR, CA, HI, ID, IL, IN, IA, KY, LA, ME, MN, MT, NE, NH, NM, NC, ND, OR, SC, TN, TX, VT, WA and WY.

This course is eligible for 1.0 General credits in the following states: NV, PA, UT

This course is not approved in the on-demand/recording format for the following states: AR, KS, NE, RI, VA.

CPE

Clear Law Institute 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: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. CPE Credit: Maximum Credit Hours: 1.5. You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.5 hours. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.

IRS Enrolled Agents

Clear Law Institute is an approved IRS Continuing Education provider. This course qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).

Faculty - Douglas S. Neville


About the Presenter

Douglas S. Neville is an officer of Greensfelder, Hemker & Gale, P.C. in St. Louis, Missouri. Mr. Neville handles a variety of benefits-related issues involving ESOPs, other qualified and non-qualified retirement plans, health and welfare arrangements, cafeteria plans and executive compensation. He is a graduate of University of Missouri-Columbia School of Law.

Faculty - Cara L. Benningfield


About the Presenter

Cara L. Benningfield, CPA, is a partner at BKD LLP. Ms. Benningfield’s area of focus is ESOPs in privately held companies. Ms. Benningfield has particular expertise in structuring new ESOPs. She works on all ESOP related matters ranging from acquisition structuring to repurchase planning and analysis. She is a graduate of Western Kentucky University.

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$99

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.