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Leveraged ESOPs - Basics, Benefits, and Best Practices
Navigating Legal and Financial Strategies for Leveraged Employee Stock Ownership Plansschedule2h
4.5(111)
1 Course
• 113 Reviews
Stanley Bulua has been practicing law for more than 40 years and concentrates in the areas of ESOPs, estate planning, estate administration and income tax.
Stan’s ESOP practice involves the design,...
Stephen J. Berman
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Managing Director | CSG Partners, LLC
A founding member of CSG's industry-leading ESOP investment banking practice, Steve Berman has over 30 years of extensive finance industry experience. Formerly a Managing Director of Prudential-Bach...
About this course
HRCISHRM Provider
This course provides a comprehensive overview of Leveraged Employee Stock Ownership Plans (ESOPs), exploring their fundamental principles, key benefits, and strategic implementation. Participants will gain an in-depth understanding of how leveraged ESOPs can be utilized as a powerful tool for business transition, employee ownership, and tax efficiency. This course is designed for business advisors, financial planners, and legal professionals who support companies considering or currently implementing ESOPs.
Key topics discussed:Â
- Introduction to ESOPs
- Mechanics of Leveraged ESOPs
- Benefits of Leveraged ESOPs
- Legal and Regulatory Framework
- Best Practices and Case Studies