Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Manager, Defined Contribution Administration

Group RHI
(Telecommute / Spring TX / Dallas TX / University Place WA)

Group RHI logo

Retirement Plan Administration Consultant

TSC
(Telecommute / Edina MN)

TSC logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

DWC - The 401(k) Experts logo

Plan Administrator

Forrestall CPAs, LLC
(Buford GA)

Forrestall CPAs, LLC logo

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

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 State
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]

Oct. 8, 2019
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, Managing Director, ESI Equity

More Information, How to Register

© 2020 BenefitsLink.com, Inc.