EBP1921. Is an ESOP Right for Your Company?

Track: 
Plan Design & Tax Compliance
Field of Study: 
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Basic
Advanced Preparation: 
None

Monday, May 6, 2019
 
4:25PM-5:40PM

This session will discuss whether an ESOP is the best business succession planning tool for a company. We will provide an overview of an ESOP, why a company might or might not want one, and tax/economic/business perspectives of an ESOP. We will provide a case study to illustrate the analysis.

Learning Objectives:

  • Identify clients in which an ESOP as a business succession planning alternative is appropriate.
  • Recall aspects of an ESOP in order to propose to potential ESOP candidates.
  • Recognize potential advantages and disadvantages of ESOPs, including concerns related to risk, cost, and complexity.


SESSION SPEAKER(S)

Enrolled Agent
Washington Nat'l Tax | RSM US LLP
Partner | Husch Blackwell LLP