What is an ESOP? What are the benefits? How do I advise my clients? While an Employee Stock Option Plan can act as a technique of finance and an employee benefit plan, there are multiple types, advantages and consequences. Join us in a discussion on this topic to better understand objectives, impact and scope.
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
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