FVC2313. Employee Stock Option Plans - What Are They, How They Work, and Why You Should Care

Employee Stock Ownership Plans (ESOPs) present a tremendous opportunity for CPA firms. Whether it is consulting, valuation, audit, or tax work, CPA firms will benefit from developing a knowledge-based ESOP practice. Class attendees will gain an understanding of ESOPs and how services they already provide can be tailored to this grow niche.

Learning Objectives:

• Identify the different stages of an ESOP’s lifecycle.
• Determine what services ESOPs need at each lifecycle stage.
• Apply professional expertise to help ESOPs succeed.