Complimentary for Members

February 27, 2020

In-Person

NYCPA Offices - New York
200 Madison Avenue, 11th Floor, New York, New York 10016

NASBA 1
•
NYSED 1

Understanding ESOPs Tech Session

February 27, 2020
In-Person
NASBA 1
•
NYSED 1

Understanding ESOPs Tech Session

  • View Bio

    Instructor

    Jonathan
    Weinstein

    View Bio

    Jonathan Weinstein

    Bio
    I have five years of business valuation experience, working in public accounting firms on Long Island and in New York City. I have provided these services to various operating and holding companies with up to $1 billion in assets. Purposes for these engagements has included estate and gift tax valuations, deferred compensation tied to the value of the subject company, transferpricing guidance, fair market compensation for management fees in the healthcare industry, and divorce. I have both drafted and rebutted valuation reports. I am in the process of obtaining the ABV certification from the AICPA and have completed both parts of the exam and the work experience requirement.

Learning Objectives

Understand the basics of ESOP plans, their formation, and their annual administration.

Major Topics

1) Benefits of ESOPs to employees and employers; get everyone working towards the same goal. 2) Tax benefits of ESOPs; like-kind exchanges of company equity and deductions for loan principal payments. 3) Features pertinent to valuation engagements, the key differences you need to keep in mind while valuing an ESOP.

CPE Credits Available

NASBA 1
NYSED 1
0
Preparation Credit - Specialized Knowledge (NASBA)
0
Preparation Credit - Specialized Knowledge (NYSED)
0
Speaking Credit - Specialized Knowledge (NASBA)
0
Speaking Credit - Specialized Knowledge (NYSED)
1
Specialized Knowledge (NASBA) - NASBA
1
Specialized Knowledge (NYSED) - NYSED

NYCPA Offices - New York

200 Madison Avenue, 11th Floor, New York, New York 10016

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Management Accountants and other financial professionals working with ESOPS

Provider

Foundation for Accounting Education

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