Webcast: ESOPs: Uses, Strategies, Benefits and Pitfalls

This course acquaints planners and technicians with consistently popular ESOP scenarios and structures they are likely to encounter when working with private companies. We will address why ESOPs are used and explains corporate and qualified plan tax issues and ERISA considerations. We will also discuss plan design and implementation, as well as how to avoid complications and risks often perceived as ESOP by-products.