The Financial Side of ESOPs

November 01, 2022
02:00pm-03:00pm EDT
At Your Desk, GoToWebinar!

Financial Side of ESOPsEven though Employee Stock Ownership Plans (ESOPs) are made of people, they run on money. The financial benefits of an ESOP are a major motivator for AE firms, but the rules related to realizing those benefits are complex.

Join SN ESOP experts Brad Wilson, Nikki Hoffman, and Jen Nelson as they host a roundtable discussion on corporate tax structure, forms of compensation, marginal tax rates, and cash flow. This live stream will be more technical than usual, but you’ll receive real-world knowledge that will help jump-start the financial viability of an ESOP in your AE firm.

During this event, we’ll help you:

  • Learn the impacts of corporate tax structure on the benefits of an ESOP and whether a change of structure could be beneficial.
  • Discover the ongoing financial impacts after an ESOP is implemented and the operational requirements that come with an ESOP.
  • Understand the conceptual tax benefits in the ESOP statutes and the real-world practices in AE firms to realize those benefits.

For more information regarding refund, concerns, and program cancellation policies, please contact


Prerequisites: None
Advanced Prep: None
Credit Type: Taxes
Program Level: Basic
Delivery Method: Group Internet Based