Broadcast Date: Tuesday, May 23, 2023
from 12:00 pm to 1:30 pm (ET)
Overview:
In this LIVE Webcast, a panel of thought leaders and professionals brought together by The Knowledge Group will provide and present an in-depth analysis of the fundamentals as well as recent developments in ESOP, Business Succession, and Tax Planning: Key Considerations. Speakers will also present all important issues surrounding this significant topic. Join us for this Knowledge Group Webinar!
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
Live Webcast
Prerequisite:
General knowledge of ESOP
Course Code:
1410812
NY Category of CLE Credit:
Areas of Professional Practice
Total Credits:
1.5 CLE
How to Claim CLE Credits Per State:
https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/
CLE State Requirements:
https://knowledgewebcasts.com/cle-state-requirements/
CPE State Requirements:
Speaker Panel:
David R. Johanson, PARTNER-IN-CHARGE, NAPA
Recognized Expert in ESOP
Hawkins Parnell & Young LLP
David assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on executive compensation, equity incentive plans, non-qualified deferred compensation, employee stock ownership plans (ESOPs), ESOP transactions, mergers and acquisitions (and related tax planning), and business succession and estate planning. David has served as outside general counsel to numerous corporate clients over the past 36 years. He also frequently appears on behalf of clients in business and employment-oriented defense litigation in state and federal courts throughout the country, and before regulatory agencies (e.g., U.S. Department of Labor, Internal Revenue Service, etc.).
Michelle Buckley, CPA, AIFA, Vice President
Practice Leader in Employee Benefits
Meaden & Moore
Michelle is a Vice President in Meaden & Moore’s Assurance Services Group with over 30 years of public accounting experience serving middle market companies focused on manufacturing, distribution and service industries. Michelle maintains close contact with clients to develop long-term relationships and earn their confidence. As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements. She understands the risks to plan sponsors and continuously offers suggestions for improvement to minimize any potential fiduciary liability.As an Accredited Investment Fiduciary Analyst TM (AIFA®), Michelle also assists in consulting retirement plan sponsors in fiduciary best practices.
Agenda:
David R. Johanson, PARTNER-IN-CHARGE, NAPA
Hawkins Parnell & Young LLP
Michelle Buckley, CPA, AIFA, Vice President
Meaden & Moore
Date & Time:
Tuesday, May 23, 2023
12:00 pm to 1:30 pm (ET)
A recording will be available to view 24-48 hours after the live date.Materials:
Coming Soon.
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Who Should Attend:
Coming Soon.
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