ESOP Best Practices Webinar Series

Learn the secrets of ESOP best practices and procedures – Now Streaming

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This is a series of three On-Demand webinars, each three hours in length, on ESOP best practices and procedures. Presented by the expert legal and administration staff of Menke & Associates, Inc., these webinars focus on best practices and procedures for determining the feasibility of an ESOP, for designing the best Plan provisions for operating an ESOP, for obtaining ESOP appraisals that will be immune from IRS and DOL challenge, for structuring and closing ESOP transactions so as to obtain the best tax and financial results, and for administering an ESOP so as to provide employees with the best possible incentives and retirement benefits.

Watch all three, 3-hour webinars presented by the expert staff of Menke & Associates, Inc., the nation’s premier firm in the structuring, installation, and administration of ESOPs.

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Day 1:

The first day is designed to provide company officials and professional advisors who are not already familiar with ESOPs with an understanding of ESOP basics, and is primarily oriented towards companies that do not already have an ESOP.

Day 2:

The second day is designed to provide attendees with an understanding of advanced ESOP transaction, valuation, and operational issues, and to provide them with practical tips on ESOP best practices and procedures regarding these matters

Day 3:

The third day is designed to provide attendees with an understanding of administration, recordkeeping, and accounting issues, and provide them with practical tips on ESOP best practices and procedures regarding these matters.

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