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CPAs, CFPs, CEPAs

ExitPro Plus - CEOA Module 4 - Employee Ownership Trusts (1.0 CPE, CFP)


Description
This module will enable participants will be able to comprehend the structure, purpose, and key features of EOTs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of EOTs.
Content
  • ExitPro Plus - Module 4 - EOTs
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year