Course Library
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ESOP Restructuring to Attract Outside Capital Investment
14-Feb-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An ESOP that is wholly-owned by an S corporation is a very tax efficient structure, but the S corporation is not an optimal vehicle to attract outside capital. The use of subsidiary LLCs created as pa ...Delivery Method:
- Group Internet Based
- Group Live
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ESOP Success Starts Here: Avoiding Commons Mistakes
10-Jun-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
When managed well, ESOPs create meaningful benefits for employees, reward sellers, and strengthen a company’s financial position. However, certain missteps can lead to legal challenges, fiduciary risk ...Program Level:
AllDelivery Method:
- Group Internet Based
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ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
17-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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ESOP Transaction Loan Length: How Long is Too Long?
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
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ESOP Valuation in Uncertain Economic Times
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
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ESOP–ESOP Mergers – A Marriage Made in Heaven?
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will review the estate planning opportunities that are available to business owners who are undergoing an ESOP transaction. These opportunities stem from Learning Objectives 1) the capita ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
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ESOPs and International, Collectively-Bargained, and Leased Employees
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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ESOPs and M&A: Exploring the Intersection, the Prudence, and Process for Unsolicited Offers
01-May-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In the looming "Silver Tsunami" of retirements among baby boomer business owners, a staggering reality emerges: half of all U.S. businesses are owned by those over 55, with many lacking a proper exit ...Delivery Method:
- QAS Self Study
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ESOPs Are Great, But Still Businesses: How to Survive a Downturn
30-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
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ESOPs Are So Complicated: How Do I Get Up to Speed?
29-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
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ESOPs as a Succession Solution: Navigating the Future of Family Businesses
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
- Specialized Knowledge
- Taxes
Description:
Employee Stock Ownership Plans (ESOPs) provide a flexible, highly tax-favored alternative for profitable, closely held businesses that are looking for a business transition. ESOPs allow owners to use ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
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ESOPs combined with Other Ownership Structures
22-Sep-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Business Management and Organization
- Personal Development
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Through practical case studies, learn creative ideas on how ESOP-owned companies utilize other ownership structures to align and incentivize key stakeholders to drive business results and achieve stra ...Delivery Method:
- Group Live
Location:
- CA
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Field of Study:
- Auditing
Credit Hours:
- 9 - 12 credits
Description:
Let Leita guide you through every step of conducting an audit including assessing risk, refining the audit objective, choosing methodologies, and documenting your work. The auditors responsibilities ... -
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- NY
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Communication is critical to a company’s success. How do you convey value, build trust, and persuade customers to buy? At the end of the day, there is no use in knowing the target audience if you don’ ...Delivery Method:
- QAS Self Study
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Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Data Analysis Expressions, or DAX, is the formula language of Power Pivot, but there are many similarities with Excel formulas. Learn the basic functions of DAX in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Data Analysis Expressions, or DAX, is the formula language of Power Pivot, but there are many similarities with Excel formulas. Learn the basic functions of DAX in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Description:
Delivering effective presentations is a key skill that will allow you to be successful in every job, in every industry. From one-on-one conversations to more formal “group presentations”, your influen ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course gives attendees an introduction to common international tax issues and strategies that a US tax preparer may encounter in their practice such as reporting foreign financial assets, correct ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Essential Job Functions According to the Americans with Disabilities Act (ADA)
11-Dec-2024 MY-CPE LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Organizations enjoy the freedom to design their frameworks, crafting roles that ignite engagement and drive meaningful contributions while cultivating unified teams that promote individual advancement ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Mastering the intricate landscape of tax issues demands both expertise and resilience, particularly when dealing with clients whose financial histories and expectations are multifaceted. This CPE cour ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Mastering the intricate landscape of tax issues demands both expertise and resilience, particularly when dealing with clients whose financial histories and expectations are multifaceted. This CPE cour ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
This program is a must for those wanting to learn about or review the major provisions in the lending compliance world!Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
We’ve all heard the saying: “Failing to plan is planning to fail.” Yet, looking back at the road behind us, we often realize that a bit more planning could have made all the difference. So, what does ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- OR
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
OAM601WEBDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 9 - 12 credits
Description:
Government audits are unusually complex. In this lighthearted and easy to follow course, Leita Hart-Fanta will guide you through every step of conducting an audit. She'll cover the nuances of a financ ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 9 - 12 credits
Description:
Government audits are unusually complex. Let Leita guide you through every step of conducting an audit including assessing risk, refining the audit objective, choosing methodologies, and documenting y ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Explore the tax landscape specific to cannabis businesses, focusing on strategies to minimize tax liabilities and navigate audits under Section 280E of the IRS code. This CE Course provides practical ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Explore the tax landscape specific to cannabis businesses, focusing on strategies to minimize tax liabilities and navigate audits under Section 280E of the IRS code. This CE Course provides practical ...Delivery Method:
- Group Internet Based
-
Description:
Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and t ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- MA
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