ESOP Series Module 4: Employee Ownership Trusts (EOTs)

Course Details

Date

Self-Study

Location

Online

Field of Study

Accounting & Audit

CPE Credit

1 hour CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None.

Description

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

Highlights

  • Structure, Purpose, Features of EOTs
  • Tax Advantages
  • Legal Considerations

Objectives

  • Understanding Worker EOTs: structure, purpose, and key features
  • Tax advantages and legal considerations
  • Governance and other key details

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