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Employee Stock Ownership Plans (ESOPs) Tax Considerations

Webinar: ID# 1040723
Recorded On-Demand
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About This Course:
Employers have many forms of employee ownership incentives that can be utilized to retain employees and invest them in the profitability of their employer's business.

A thorough knowledge of these forms, the applicable tax rules and 409A and ERISA compliance issues can allow an employer to properly utilize employee ownership in their business and avoid any unwanted tax or compliance consequences.What You'll Learn:Types of Employee Ownership Incentives
  • Share Purchase
  • Restricted Stock/Interests
  • Stock/Interests Appreciation Rights
  • Phantom Stock/Interests
  • ESOPs (Qualified Employee Stock Ownership Plans)
  • ESPPs (Qualified Employee Stock Purchase Plans)
Phantom Ownership
  • Nature of Ownership
  • Business Consequences
  • Taxation
Actual Ownership
  • Nature of Ownership
  • Business Consequences
  • Taxation
ERISA Issues
  • Application of ERISA
  • ERISA Compliance Issues
409A Compliance Issues
  • Application of 409A
  • Options Under 409A
  • Business Considerations Regarding 409A Compliance
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Employee Stock Ownership Plans (ESOPs) Tax Considerations
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