{"product_id":"esop-workbook-the-ultimate-instrument-in-succession-planning-paperback-softback-9780471220855","title":"ESOP Workbook; The Ultimate Instrument in Succession Planning (Paperback \/ softback) 9780471220855","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eESOP Workbook\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eThe Ultimate Instrument in Succession Planning\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eRobert A. Frisch (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9780471220855, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003ePaperback \/ softback, published 14 June 2002\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e96 pages, Exhibits: 4 B\u0026amp;W, 0 Color\u003cbr\u003e25.6 x 17.6 x 0.7 cm, 0.186 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003eForms, checklists, and step-by-step instructions for choosing and implementing an ESOP\u003cbr\u003e \u003cbr\u003e Financial officers need to know how to compare an Employee Stock Ownership Plan (ESOP) with other comparable plans and how to effectively present an ESOP proposal to corporate executives. ESOP Workbook: The Ultimate Instrument in Succession Planning is designed to help the corporate owner, financial officer, CPA, and attorney determine if an ESOP is appropriate for meeting a company's objectives and, if so, how to successfully implement a suitable ESOP.\u003cbr\u003e \u003cbr\u003e The Workbook's step-by-step use of forms and checklists shows the financial officer how to judge the feasibility of installing an ESOP versus other qualified or nonqualified plans or approaches. Divided into three sections-- Decision Stage, Valuation and Financing Stage, and Transaction Stage-- the Workbook answers such questions as:\u003cbr\u003e * How to decide upon your objectives\u003cbr\u003e * How to value your company\u003cbr\u003e * How to determine the feasibility of an ESOP\u003cbr\u003e * How to obtain financing\u003cbr\u003e * What to do about your present plan\u003cbr\u003e * How to invest the proceeds\u003cbr\u003e * How to do the accounting\u003cbr\u003e * How to communicate the ESOP to employees\u003cbr\u003e \u003cbr\u003e \u003cbr\u003e Once a suitable plan is chosen, the Workbook then guides readers through the entire implementation process.\u003cbr\u003e \u003cbr\u003e The Workbook also contains useful information for financial advisors and life insurance agents who need to know about ESOPs for their business. Valuable as a supplement to ESOP: The Ultimate Instrument in Succession Planning or as an independent resource, the ESOP Workbook is a one-stop practical guide for CPAs, attorneys, CFOs, and owners of private and public companies.\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e1. How to Use this Workbook.\u003cbr\u003e \u003cbr\u003e 2. What Is an ESOP?\u003cbr\u003e \u003cbr\u003e 3. What Are Your Objectives?\u003cbr\u003e \u003cbr\u003e 4. Methods I Want to Use for Selling Stock.\u003cbr\u003e \u003cbr\u003e 5. Stockholder Sale of Stock Under IRC Section 1042.\u003cbr\u003e \u003cbr\u003e 6. Creating Capital.\u003cbr\u003e \u003cbr\u003e 7. Selecting the Implementer.\u003cbr\u003e \u003cbr\u003e 8. ESOP Team.\u003cbr\u003e \u003cbr\u003e 9. Questions the Trustee Should Ask in Hiring an Appraiser.\u003cbr\u003e \u003cbr\u003e 10. Selecting a Trustee.\u003cbr\u003e \u003cbr\u003e 11. Naming the ESOP Committee.\u003cbr\u003e \u003cbr\u003e 12. Selecting the Administrator.\u003cbr\u003e \u003cbr\u003e 13. How to Communicate the ESOP to the Employees.\u003cbr\u003e \u003cbr\u003e 14. Feasibility Study Questionnaire.\u003cbr\u003e \u003cbr\u003e 15. Valuation of the Company for ESOP Purposes.\u003cbr\u003e \u003cbr\u003e 16. Financing.\u003cbr\u003e \u003cbr\u003e 17. Determining the Type of ESOP Transaction.\u003cbr\u003e \u003cbr\u003e 18. Estimating the Amount of Financing Needed.\u003cbr\u003e \u003cbr\u003e 19. Actions to Take Once You Have Decided to Install an ESOP.\u003cbr\u003e \u003cbr\u003e 20. Allocation.\u003cbr\u003e \u003cbr\u003e 21. Vesting.\u003cbr\u003e \u003cbr\u003e 22. Control.\u003cbr\u003e \u003cbr\u003e 23. Designing the ESOP Plan Provisions with the Attorney.\u003cbr\u003e \u003cbr\u003e 24. How to Communicate the ESOP to the Employees.\u003cbr\u003e \u003cbr\u003e 25. How to Coordinate the ESOP with Other Qualified Plans.\u003cbr\u003e \u003cbr\u003e 26. CHESOP.\u003cbr\u003e \u003cbr\u003e 27. Type of Qualified Replacement Property Selling ShareholderMight Contemplate.\u003cbr\u003e \u003cbr\u003e 28. Repurchase Liability.\u003cbr\u003e \u003cbr\u003e 29. Repurchase Liability Study Questionnaire.\u003cbr\u003e \u003cbr\u003e 30. Estate Planning.\u003cbr\u003e \u003cbr\u003e 31. What Has the Major Stockholder Done in Connection with EstatePlanning?\u003cbr\u003e \u003cbr\u003e 32. Management Buyout.\u003cbr\u003e \u003cbr\u003e 33. Are You Selling Part or All of the Company to an Outsiderat this Time? Why?\u003cbr\u003e \u003cbr\u003e 34. Eligible Employees.\u003cbr\u003e \u003cbr\u003e 35. Contribution Limits.\u003cbr\u003e \u003cbr\u003e 36. Census to Compute.\u003cbr\u003e \u003cbr\u003e 37. Formula to Determine Contribution Limits.\u003cbr\u003e \u003cbr\u003e 38. Whether to Be a C- or an S-Corporation ESOP.\u003cbr\u003e \u003cbr\u003e 39. The Decision-Making Process.\u003cbr\u003e \u003cbr\u003e 40. Items You Should Consider in Converting from a C-Corporationto a Subchapter-S Corporation.\u003cbr\u003e \u003cbr\u003e 41. Provisions That You Should Tell Your Advisor.\u003cbr\u003e \u003cbr\u003e 42. Letting Your Employees in on Certain Aspects of Your Company.\u003cbr\u003e \u003cbr\u003e 43. Diversification.\u003cbr\u003e \u003cbr\u003e 44. How We Would Distribute ESOP Benefits.\u003cbr\u003e \u003cbr\u003e 45. Equity Benefit Other Than ESOPs.\u003cbr\u003e \u003cbr\u003e 46. Accounting for the ESOP.\u003cbr\u003e \u003cbr\u003e 47. Anti-Abuse S-Corporation Rules.\u003cbr\u003e \u003cbr\u003e 48. The Free ESOP Information Hotline.\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52286320345368,"sku":"9780471220855","price":56.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9780471220855.jpg?v=1781549868","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/esop-workbook-the-ultimate-instrument-in-succession-planning-paperback-softback-9780471220855","provider":"Freshly Printed Books","version":"1.0","type":"link"}