BenefitsLink logo
EmployeeBenefitsJobs logo
Featured Jobs

Retirement Plan Consultant (Portland OR / Telecommute)

Retirement Plan Administrator (Fort Worth TX)
Retirement Plan Administrator (Colorado Springs CO / Telecommute)

Senior Defined Contribution Account Manager (Houston TX / Dallas TX / Austin TX / Scottsdale AZ / Telecommute)
Senior Retirement Plan Administrator (Philadelphia PA / Telecommute)

Plan Administrator (Lake Mary FL / Richmond VA / Dallas TX / Los Angeles CA)
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by Location
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More National Center for Employee Ownership [NCEO] Webcasts and Conferences

S Corporation ESOPs: Valuation Issues

National Center for Employee Ownership [NCEO]

Sept. 18, 2018
Recorded Online
Webcast

ESOP fiduciaries and other responsible for the annual ESOP appraisal need to understand the interaction between their companies' S corporation statement and the valuation. The benefits of being an S corporation ESOP add several layers of complexity to the annual valuation.

For example, ESOP shares are valued by law at the price a "willing buyer" would pay, but there is no guarantee that this hypothetical willing buyer would be an S corporation or have an ESOP. Does that make it impossible for the appraisal firm to consider the S corporation ESOP tax shield? If not, how should it affect the annual valuation? Does the appropriate valuation method change for initial transactions, ongoing operation, or in evaluating a potential sale of the company? What's the difference between a valuation for a 100% ESOP-owned S corporation and one where the ESOP has a smaller stake?

This Webinar stands on its own, but many attendees will also view our other two S corporation Webinars (one on legal issues and one on administrative issues)

You will learn:

  • How to assess your current appraiser's valuation methods.
  • How the large cash advantage of S corporations ESOPs may, (and may not) be reflected in the appraised fair market value.
  • How to assess your current appraiser's valuation methods.

Presenter:
Craig Olinger, Enterprise Services, Inc.

Continue by clicking on the following link:
https://www.nceo.org/main/meeting.php/id/910

 
About Us

Testimonials

Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Submit a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019 BenefitsLink.com, Inc.