An Attractive Structuring Opportunity for Succession Planning, Wealth Creation and Client Retention
Join us for a comprehensive review of employee stock ownership plans (ESOPs) and building an effective succession planning and exit strategy for owners and executives of privately held businesses.
Key Topics:
- Comparison of alternative monetization strategies
- ESOP structuring
- Economic, tax, and estate planning
- ESOP accounting
- Raising capital for transaction and business expansion
- Business valuation methods
- Managing multiemployer pension exposure
- Transaction process and advisors
Who Should Attend:
Accountants, Privately Held Business Owners, Executives, CEOs, CFOs, Treasurers, Controllers and General Counsels
Featured Speakers:
PKF O’Connor Davies
Timothy J. Desmond, CPA, Partner-in-Charge – Employee Benefit Services Practice
John N. Vitucci, CPA, Principal – ESOP Practice Leader
ESOP Structuring Specialists, Inc.
Peter Abrahamson, Managing Director and Founder
Capital One
Ashley K. Sarokhan, Senior Vice President – ESOP Practice Leader
Holland & Knight
David N. Pardys, Partner
Principal Financial Group
Alison K. Smith, MSM, MBA, CRPS, AIF, Vice President – Retirement Solutions
UBS Financial Services
Gerry Spitzer, CEPA, CPWA, CRPC, Senior Vice President
CPE Credits:
2 CPE Credits: Specialized Knowledge = 1; Finance = .5; Accounting = .5
No prerequisites or advanced planning required
Program Level: Basic / Delivery Method: Group Internet Based
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.