EBP2352. ESOPs

This course is an overview of ESOPs appropriate for any EBP professional. It will use lecture to explain what an ESOP is, what qualified plan rules apply differently to ESOPs as well as key areas of accounting and auditing for ESOPs.


Learning Objectives:

  • Determine why companies may sponsor an ESOP
  • Identify how an ESOP is structured
  • Recognize relevant provisions of ESOPs and the unique accounting and auditing considerations.
  • Distinguish what tax rules apply differently for an ESOP
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
Audit
Plan Sponsor
Taxes
Speakers
Image of Anne Bushman

Anne Bushman

CPA
Partner
RSM
Image of Lindy Beldyga

Lindy Beldyga

CPA
Partner
Plante & Moran, PLLC