Events
Enhancing Bank Operations with Specialized Managed IT Services
Read More
Oveview
Every business owner will eventually need to exit their firm. This presentation shows how an Employee Stock Ownership Plan can provide liquidity to selling shareholders in a tax-advantaged environment, all while providing a retirement plan for employees and creating a lasting legacy for selling shareholders.
Presenters
Patrice Radogna, Partner, Advisory Services – Marcum LLP
Wilson Denari, Manager, Advisory Services – Marcum LLP
CPE CREDITS
| Program Description | Discover the Power of ESOPs |
| Important Notice Regarding CPE: | |
| Learning Objectives |
After completing this session, participants will be able to:
|
| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Specialized Knowledge |
| Prerequisites | None |
| Program Level | Basic |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
|
|
Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
