Self-Study On-Demand


1 CPE Credit

ESOP Series Module 7: Legal & Regulatory Considerations

Self-Study On-Demand
1 CPE Credit

Learning Objectives

• Compliance and legal requirements for employee ownership
• Documentation and regulatory filings for different employee ownership forms
• Ensuring ongoing legal compliance for employee-owned businesses

Major Topics

• Documentation & Forms
• Filing Procedures
• Ongoing Compliance

CPE Credits Available

1 CPE Credit
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Financial professionals who work with small business owners and advisors who lead or work on an owner's team of business succession planning professionals.

Provider

CalCPA California Society of CPAs

Purchase This Course

  • MSCPA Member

    $ 49 49
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  • MSCPA Non-Member

    $ 59 59
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