September 1, 2022

Phil DeDominicis to present ESOP overview for owners, CFOs & CPAs

Phil DeDominicis will be presenting a webinar for my-cpe.com where he will give an ESOP overview for owners, CFOs & CPAs on the following dates:

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Sep 15, 2022 | 02:00 PM EDT
Oct 13, 2022 | 02:00 PM EDT
Nov 17, 2022 | 02:00 PM EDT

ESOPs, or Employee Stock Ownership Plans, have been around for awhile and serve many purposes for businesses, such as employee motivation through equity ownership, enhanced productivity and profitability, creating a market for stock, and transfer of ownership from owner–management to employee–management. Despite changes in the law, ESOPs have remained a popular choice for businesses.

Recommended for CPAs and accounting firms who want to learn more about this topic and potentially grow their business, this webinar will teach attendees when ESOPs may be useful, basic facts about them and their benefits, and how to differentiate between C corporation strategies and S corporation strategies.

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This webinar qualifies for the following credits

2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
2 General Credit for Accountant/Bookeeper
2 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0342)
2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00338-20-O)
2 RCH Credit of Business for Human Resource Certification Institute (HRCI) (Approval No. 583775)
2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00338-20-O)
2 PDC Credit for SHRM Professionals (Approval No. 22-572DW)
2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00338-20-O)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)

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Learn why an ESOP is better for You,
your Business, and your Employees

Upcoming Web Seminar

Facing Headwinds, Building Ownership:

How ESOPs Help Businesses Navigate Rising Costs, Market Uncertainty & Succession Planning.

Free 90-Minute Webinar for Business Owners, CFOs & Advisors

📉 The Economic Reality

Inflation. Tariffs. Tight labor markets. Cost of capital on the rise.

2025 is shaping up to be a year where strategic moves—not reactive cuts—will define the companies that come out stronger. If you’re a private company leader facing rising costs and succession pressures, now is the time to consider the unique benefits of an Employee Stock Ownership Plan (ESOP).

🚀 What You’ll Learn

✅ ESOP 101: How it works, who qualifies, and why it’s more relevant than ever

✅ Countering Margin Pressure: Offset cost increases from tariffs and wages using ESOP tax incentives

✅ Tax Strategies for Owners & Companies: Capital gains deferral, corporate income tax reduction, and more

✅ Talent Retention: Keep your best employees with meaningful ownership—not just raises

✅ Valuation & Financing: Understand the 2025 deal landscape and flexible funding models

📌 Who Should Attend

This session is ideal for:

- Business Owners planning an exit or recap
- CFOs evaluating corporate tax or capital strategy
- Succession Planners seeking values-aligned ownership transitions
- HR & ESOP Committee Members aiming to understand the full value of employee ownership

💬 Hear From Past Attendees

“I came in skeptical. I left with a clear understanding of how ESOPs could be our best path forward—even in an uncertain economy.”

— Mark T., CFO, Manufacturing Company

"This webinar helped clarify both the exit plan and how we can support employees at the same time."

— Susan D., Founder & CEO, B2B Services Firm

🎯 Why 2025 is the Time for ESOPs

ESOPs can create a rare win-win:

- Liquidity for founders without third-party control
- Tax savings that protect cash and buffer costs
- Employee ownership that attracts, retains, and motivates talent
- In today’s economic climate, that edge is no longer optional—it’s essential.