Using Technology as an ESOP Tool
This engaging session will delve into innovative methods for...
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Webinars
Up-to-date information presented by experts. Always educational, never promotional. 9:30 - 10:30 AM PST most Tuesdays.
Past Webinars
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Acquisition Strategies for ESOP Companies
This session will go into detail about the process and different...
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Participant Issues & Best Practices
Wewill delve into the complexities and nuances of managing and...
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GAAP Accounting for ESOPs: Fundamentals and Disclosures
This introductory training course will cover the basics of GAAP...
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Guiding Your Clients to ESOP Success
Supporting employee-owned companies post-transaction requires a...
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Profit Allocation – Balancing Philosophy with Business Needs
Are your profit allocation decisions reactionary instead of...
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Investing the 1042 “Rollover”
Section 1042 of the IRC allows an owner of a closely-held C...
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IRS and DOL Investigations
ESOPs may attract the attention of our regulators, the IRS and DOL....
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Valuation Checklist for ESOP Companies
This presentation outlines a valuation checklist that should be...
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