Employee Stock Ownership Plans (ESOP)

Group Discussion Gathered Casual Space
  • 9/12/2018
  • North Canton, Ohio
  • Hosting Speaking

The Canton Estate Planning Forum provides a basic overview of authoritative guidance, valuation matters, and reporting standards on issues related to estate planning, including employee stock ownership plans (ESOPs). Business owners and employees participating in an ESOP should be aware of their risks and responsibilities.

Join us to learn about the latest in ESOP regulations and strategies and network with local peers.

CPE and CLE credits will be offered.

At the end of this session, you will be able to

  • Identify planning considerations and impending regulations
  • Analyze requirements for your plan and its tax treatment and disclosures
  • Recognize traps when selling stock options

Who should attend

This session is designed for anyone interested in business stock options and ESOPs.



7:30 – 7:45 a.m. — Registration
7:45 – 9:15 a.m. — Session


Walsh University
Barrette Business and Community Center
2020 East Maple Street
North Canton, OH 44720

Please register by September 7, 2018




Contact Crystal Marstrell at crystal.marstrell@CLAconnect.com or 330-266-4156.

Can’t make it?

Check out our event calendar to see what else is happening.


Recommended CPE: 1.5 credits, taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information.

For more information:

  • Crystal Marstrell
  • Accountant
  • CLA Canton