Webinar Replay: A Webinar for Accountants on ESOPs
An Attractive Structuring Opportunity for Succession Planning, Wealth Creation and Client Retention
This webinar provides 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
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