Succession planning is one of the most important — and often most daunting — challenges for private business owners. The decisions you make today will shape your legacy, your business and your wealth for years to come.
Join us for the 2nd Annual Center for Private Business Owners Succession Academy, a three-part webinar series designed exclusively for business owners. In this session, discover how Employee Stock Ownership Plans (ESOPs) and partner buyouts can benefit owners and employees. Learn about ESOP structures, tax strategies, pros and cons and key players – highlighted through a Roth ESOP case study.
Attend the full Succession Academy series or choose the sessions that best align with your vision for the future.
Hosts:
Center for Private Business Owners
Stephen Prostano, CPA, JD, LLM, Partner-in-Charge
Cynthia Adams Harrison, Ed. D., LICSW, Managing Director
CPE Credits:
1.5 CPE Credit in Specialized Knowledge
No prerequisites or advanced planning required
Program Level: Basic
Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Explore the rest of the live webinar series:
Session 1: Intra-Family Succession – October 8
Session 2: ESOPs & Partner/Management Succession – October 30
Session 3: Selling the Business – November 20