ESOPs - The Ultimate in Tax and Business Succession Planning that Benefits - Houston, TX

May 20, 2016 08:30am -
May 20, 2016 09:30am

Event Description




The South Texas Chapter of the American Association of Attorney-CPAs presents:



ESOPs - The Ultimate in Tax and Business Succession Planning


Presented by: Louis H. Diamond


Program Description and Learning Objectives

Employee Stock Ownership Plans (ESOPs) can provide business owners, their employees, and even the USA, itself, with enticing benefits. All Tax and Business Succession Advisors should be familiar with these benefits, but only few are. In this presentation Lou intends to remedy this. Lou will inform the attendees of most of these benefits, but primarily focus on the few that I believe are potentially suburb. Lou will analyze these and provide examples of what can be accomplished through their use, and critique misplaced negatives that are sometimes advanced to discourage ESOP adoption. The tax and other potential attainable through ESOPs is incredible, but few really know this - probably because ESOPs are quite complicated and mistakes can be costly.  I would enjoy providing all who can attend with basic knowledge in this area and challenge them to show me where I am wrong.  Many should attend, but probably won't.  Instead they will be missing a 'big boat."  Let's explore and have fun.


About the Presenter

Louis H. Diamond, Esq., Managing Member of Diamond ESOP Advisors PLLC, is one of the leading ESOP (Employee Stock Ownership Plan) attorneys in the country. His work with ESOPs is all encompassing, ranging from representing owners selling stock to an ESOP, employees pooling ESOP funds to purchase their division/subsidiary from corporations large and small, banks and others making ESOP loans and ESOPs themselves and their trustees. Representing the employees of the Illinois Institute of Technology Research Institute (now Alion Science and Technology) in a $130 million employee buyout of its operating assets is among Mr. Diamond's most notable ESOP achievements. 


Date & Time                                                                    

Friday, May 20, 2016                                                                

8:30 a.m. - 9:30 a.m. (Breakfast Provided)   



FCA Offices, 791 Town & Country, Suite 250,  Houston, TX



NASBA-approved for 1.0 CPE credit in Tax; State Bar of Texas approved for 1.0 MCLE credit 


Free Admission

Admission is free for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA ext. 2.



Registration is available at or by phone at 888-ATTY-CPA ext. 2.


Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. For information on the cancellation policy please call 888-ATTY-CPA ext. 2. 


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:




Event Type:Chapter Meeting
Early registration ends on Jan 06, 2016.
Regular registration starts on Jan 07, 2016 and ends on May 20, 2016.
Late registration starts on May 21, 2016.