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UID:20210308T1942Z-1615232554.4645-EO-10291-1@198.46.93.14
STATUS:CONFIRMED
DTSTAMP:20260728T151714Z
CREATED:20210308T182624Z
LAST-MODIFIED:20250217T184812Z
DTSTART;TZID=America/New_York:20210422T120000
DTEND;TZID=America/New_York:20210422T140000
SUMMARY: Live Webinar for Accountants on ESOPs
DESCRIPTION: Join us for a comprehensive review of employee stock ownership
  plans (ESOPs) and building an effective succession planning and exit strat
 egy for owners and executives of privately held businesses. Key Topics: Com
 parison of alternative monetization strategies ESOP structuring Economic\, 
 tax\, and estate planning ESOP accounting Raising capital for transaction a
 nd business […]
X-ALT-DESC;FMTTYPE=text/html: <p>Join us for a comprehensive review of empl
 oyee stock ownership plans (ESOPs) and building an effective succession pla
 nning and exit strategy for owners and executives of privately held busines
 ses.</p><p><strong>Key Topics:</strong></p><ul><li>Comparison of alternativ
 e monetization strategies</li><li>ESOP structuring</li><li>Economic\, tax\,
  and estate planning</li><li>ESOP accounting</li><li>Raising capital for tr
 ansaction and business expansion</li><li>Business valuation methods</li><li
 >Managing multiemployer pension exposure</li><li>Transaction process and ad
 visors</li></ul><p><strong>Who Should Attend:<br /></strong>Accountants\, P
 rivately Held Business Owners\, Executives\, CEOs\, CFOs\, Treasurers\, Con
 trollers and General Counsels<strong></p><p>Featured Speakers:</strong><br 
 /><em>PKF O'Connor Davies</em><br /><a href="https://www.pkfod.com/people/t
 imothy-desmond/">Timothy J. Desmond</a>\, CPA\, Partner-in-Charge - Employe
 e Benefit Services Practice <br /><a href="https://www.pkfod.com/people/joh
 n-vitucci/">John N. Vitucci</a>\, CPA\, Principal - ESOP Practice Leader </
 p><p><em>ESOP Structuring Specialists\, Inc.</em> <br /><a href="https://ww
 w.esopstructuring.com/about-us.html">Peter Abrahamson</a>\, Managing Direct
 or and Founder</p><p><em>Capital One</em> <br /><a href="https://www.linked
 in.com/in/ashley-sarokhan-550a5715/">Ashley K. Sarokhan</a>\, Senior Vice P
 resident - ESOP Practice Leader</p><p><em>Holland & Knight</em> <br /><a hr
 ef="https://www.hklaw.com/en/professionals/p/pardys-david-n">David N. Pardy
 s</a>\, Partner</p><p><em>Principal Financial Group</em> <br /><a href="htt
 ps://www.linkedin.com/in/alisonsmith-ny-ct-principal-financial-group/">Alis
 on K. Smith</a>\, MSM\, MBA\, CRPS\, AIF\, Vice President - Retirement Solu
 tions</p><p><em>UBS Financial Services</em> <br />Gerry Spitzer\, CEPA\, CP
 WA\, CRPC\, Senior Vice President</p><p><strong>CPE Credits:</strong> <br /
 >2 CPE Credits: Specialized Knowledge = 1\; Finance = .5\; Accounting = .5<
 br />No prerequisites or advanced planning required <br />Program Level: Ba
 sic / Delivery Method: Group Internet Based</p><p><span style="font-size: 1
 0px\;">PKF O’Connor Davies is registered with the National Association of S
 tate Boards of Accountancy (NASBA) as a sponsor of continuing professional 
 education on the National Registry of CPE Sponsors. State Boards of Account
 ancy have the final authority on the acceptance of individual courses for C
 PE Credit. Complaints regarding registered sponsors may be submitted to the
  National Registry of CPE Sponsors through its website: www.nasbaregistry.o
 rg.</span></p><p> </p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-for-accountants-on-
 esops/
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DTSTART:20210314T070000
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