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

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. JohansonPARTNER-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.

Please check back again later.

Who Should Attend:

Coming Soon.

Please check back again later.

SPEAKERS

David R. JohansonPARTNER-IN-CHARGE, NAPA
Recognized Expert in ESOP
Hawkins Parnell & Young LLP
Michelle Buckley, CPA, AIFAVice President
Practice Leader in Employee Benefits
Meaden & Moore

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