Corporate clients concerned with succession planning and stock compensation often have heard about Employee Stock Ownership Plans (ESOPs). You will learn the fundamentals of what an ESOP really is, the tax advantages for corporations and the shareholders, and the benefits for employees. We will compare and contrast C corporation versus S corporation ESOPs.
Learning Objectives
• Determine the fundamental questions and concerns a client may have about implementing an ESOP.
• Recognize client fact patterns that are amenable to an ESOP as a client succession or benefits solution.
• Identify what tax incentives and employee benefits of an ESOP are most relevant to your client.
Major Topics
• ESOP types
• ESOP benefits
• Resources
