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WEBINAR REPLAY

Becoming an S Corporation ESOP

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Event and Administrative Associate, Christine Lewis at 510-208-1308 or clewis@nceo.org for additional information.

This replay was recorded on April 25, 2017.

About This Meeting

This Webinar is for S corporations that are thinking of setting up an ESOP and C corporation ESOP companies thinking of switching to S status. It will review basic S ESOP corporation rules, how S and C ESOP tax incentives differ, using S distributions, issues on converting from C to S, and basic valuation and administrative concerns.
We will discuss:

Program

Becoming an S Corporation ESOP
Peter Jones, ESOP Plus: Schatz Brown Glassman LLP

Presenters

Peter E. Jones

presenter photologo

ESOP Plus: Schatz Brown Glassman LLP

Peter is a partner with ESOP PlusŪ: Schatz Brown Glassman LLP. Peter structures and implements business succession transactions throughout the US with an emphasis on ESOP transactions. He designs ESOP plans and advises ESOP companies with their continuing regulatory compliance. Peter is a member of the American Bar Association, the NCEO, and the ESOP Association. He is an adjunct professor at the Moritz College of Law at The Ohio State University and frequently speaks on matters pertaining to ESOPs.