Participant Issues & Best Practices
Wewill delve into the complexities and nuances of managing and...
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Webinars
Past Webinars
Read More Participant Issues & Best Practices
GAAP Accounting for ESOPs: Fundamentals and Disclosures
This introductory training course will cover the basics of GAAP...
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Guiding Your Clients to ESOP Success
Supporting employee-owned companies post-transaction requires a...
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Profit Allocation – Balancing Philosophy with Business Needs
Learn strategies to align profit distribution with company...
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Investing the 1042 “Rollover”
Section 1042 of the IRC allows an owner of a closely-held C...
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IRS and DOL Investigations
ESOPs may attract the attention of our regulators, the IRS and DOL....
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Understanding the ESOP Valuation Process
Discover key factors shaping ESOP valuations. This webinar replay...
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What You Need to Know Post ESOP Closing
Discover how to effectively manage loan payments, understand...
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Shifting Sands: DOL Recent Developments
There have been important developments that will impact the future of...
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