November 8, 2021

Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th

ESOP Overview Webinar for Owners, CFOs, CPAs

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Nov 11, 02:00 PM EST — Phil DeDominicis will be presenting a free webinar, giving an overview on ESOPs for owners, CFOs & CPAs.

Click Here to Sign Up

The CPE/CE webinar qualifies for 2 credits and provides a broad overview of ESOPs with the following topics:

Key topics discussed in this online CPE/CE course:

Using ESOPs as a business succession tool
How ESOPs are structured and financed
Typically scenarios where they are used
The tax differences and benefits between S corporation and C corporation ESOP owned companies
Who runs and controls an ESOP owned business
How ESOP shares are valued compared to other sale options
How the employees benefit personally and become more productive

LEARNING OBJECTIVES

To identify when ESOPs may be useful.
To recognize basic facts about ESOPs and the benefits they provide owners & employees.
To differentiate between C corporation strategies and S corporation strategies.
To recognize how ESOPs valuations are derived.
To identify the pros and cons of seller financing versus bank financing.

RECOMMENDED FOR

This IRS-Approved CE course is recommended for EAs, AFSPs, and Other Tax Professionals advising about tax differences and benefits for ESOP owned companies.
This will be a very informative CPE webinar for CPAs, Accountants, Finance Professionals, and Other Accounting Professionals who want to enhance their basket of services and grow their organization.
This online CPE course is also recommended for CMAs, CVAs, ABVs, CFAs, CFOs, CEOs.
This SHRM and HRCI Approved PDC course is good for HR Professionals engaged in managing ESOP-related activities in their organization.

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

Upcoming Web Seminar

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.