Financial Poise
Cross-Training for Business Lawyers - ESOPs-101

ESOPs-101

Employee stock ownership plans (ESOPs) are plans regulated by the Employee Retirement Income Security Act (ERISA) and designed to allow employees invest in the stock of their employer. The shareholder participants/employees as well as the sponsoring company generally receive tax benefits through the use of the plan. And while they are generally touted as designed to promote employees’ interest and efforts in maximizing the value of the company for the benefit both employer and employees, ESOPs are often used as a method of corporate finance by the sponsoring company.

This webinar discusses the potential strategies involving, and benefits and consequences to, the sponsoring corporation and employees in implementation and use of an ESOP, and highlight these aspects of tax-qualified ESOPs used in the United States by comparisons to other form of employee ownership in the U.S. and abroad.


Webinar Faculty

Moderator:

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Cristina Nolan

Cristina Nolan, Director of Webinar Services at Financial Poise, earned her law degree in 1997. Cristina has worked in online education since 2004 and has significant experience in the design,… Read More

Panelists:

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Alan Kandel

Alan Kandel, of Husch Blackwell, counsels clients, including publicly traded, privately held, tax-exempt and governmental organizations, with respect to qualified and nonqualified retirement plans, welfare and fringe benefit plans, and… Read More

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David Solomon

David Solomon is a Levenfeld Pearlstein partner in the Corporate & Securities Group.  Upon joining Levenfeld Pearlstein in 2009, David founded and currently serves as the chair of the firm’s… Read More

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Jeff Buettner

Jeff Buettner is Managing Director for Butcher Joseph and Co. With over 15 years of valuation and financial opinion services experience, Jeff has provided valuation and financial advisory services for… Read More

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