Self-Study On-Demand


1 CPE Credit

ESOP Series Module 4: Employee Ownership Trusts (EOTs)

Self-Study On-Demand
1 CPE Credit

Learning Objectives

• Understanding Worker EOTs: structure, purpose, and key features
• Tax advantages and legal considerations  
• Governance and other key details 

Major Topics

• Structure, Purpose, Features of EOTs
• Tax Advantages
• Legal Considerations

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

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  • MSCPA Non-Member

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