Broadcast Date: Tuesday, May 23, 2023
from 1:00 pm to 2:30 pm (ET)

Overview:

The enactment of the 2023 Omnibus Bill, a comprehensive spending bill funding the federal government for the fiscal year 2023, is presenting a huge advantage for Employee Stock Ownership Plan (ESOP). The Omnibus Bill enumerates several provisions aimed at educating businesses and workers and providing clarity and transparency in creating and administering an ESOP.

While ESOP is a powerful tool for business succession, especially for startups, and as more and more turn to ESOP as a viable corporate finance technique, it is crucial to understand its pros and cons and be up to date with regulatory developments to avoid potential pitfalls.

Listen as experienced employee benefits lawyers David R. Johanson (Hawkins Parnell & Young LLP) and Michelle Buckley, CPA, AIFA (Meaden & Moore) provide a dynamic discussion of the key developments and significant issues surrounding ESOP, succession planning, and their tax implications. The esteemed speakers will provide an in-depth analysis of their benefits and share insights into what makes for a valuable investment in ESOP.

Key topics that will be covered in this discussion are:

  • ESOP Structure: The Nuts and Bolts
  • Mapping Out ESOP Concepts: Qualify Your Business
  • The Big Picture: Pros and Cons of ESOPs
  • Reaping the Benefits of ESOPs: Tax Advantages
  • Regulatory Outlook, corporate governance, and fiduciary liability issues

Learning Objectives:

  • Learn about the nuts and bolts of ESOP structures, including its key components, legal requirements, and best practices.
  • Understand how to qualify your business for an ESOP and how to map out different ESOP schemes.
  • Gain an understanding of the pros and cons of ESOP for succession planning and finance needs, and how to maximize ESOP tax benefits.

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-Demand Webcast

 

Prerequisite:

General Knowledge of ESOP

 

Course Code:

1410812

 

NY Category of CLE Credit:

Areas of Professional Practice

 

NASBA Field of Study:

Business Law – Technical

 

Total Credits:

1.5 CLE

1.5 CPE (Not eligible for QAS (On-demand) CPE credit)

Speaker Panel:

David R. Johanson, Senior Partner
PARTNER-IN-CHARGE, NAPA

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 37 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, U.S. Tax Court, 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

AND

Michelle Buckley, CPA, AIFA, Vice President

Meaden & Moore

  • Introduction to ESOPs as an Exit Strategy and Review of Alternative Strategies Available to Business Owners
  • Benefits to C Corporations and S Corporations of Using an ESOP as an Exit Strategy
  • Ideal Candidates for ESOPs and Poor Candidates for ESOPs
  • The Role of the Feasibility Study
  • Tax Implications to the Seller, the Corporation and the Employees of Using an ESOP as an Exit Strategy
  • How to Implement an ESOP?
  • Recent Legislative, Regulatory and Case Law Consideration for the Implementation of an ESOP
  • Fiduciary liability and regulatory considerations.

Date & Time:

Tuesday, May 23, 2023

1:00 pm to 2:30 pm (ET)

Who Should Attend:

  • Labor & Employment Lawyers
  • Employee Benefits Lawyers
  • Benefits Administrators
  • Chief Executive Officers
  • Chief Human Resource Officers
  • Chief Compliance Officers
  • Financial Advisors
  • Insurance Lawyers
  • In-House/General Counsel
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$69.00
How to Manage and Resolve Complex Commercial Disputes: A Practical Guide

CLE: 2.0 Credits | CPE: 2.0 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Thursday, August 20, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

 

$69.00
FINRA Arbitrations: A Comprehensive Guide for 2020 and Beyond

CLE:  2.0 Credits | Broadcast Date: Thursday, August 06, 2020 from 12:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording

$69.00
Ransomware Prevention and Crackdown: Long-Term Solution and Defense Tactics

CLE: 1.0 Credit |  Broadcast Date: Friday, November 13, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00
Food and Drug Regulatory Trends and Developments: Navigating Implications for the Year Ahead

CLE: 1.0 Credit | Broadcast Date: Wednesday, August 05, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording

$69.00
Detecting and Preventing Identity Fraud with Machine Learning: Managing Potentials and Perils

CLE: 1.5 Credits | Broadcast Date: Wednesday, September 30, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
The Hatch-Waxman and IPR Strategy in Light of Recent Case Decisions: Addressing Emerging Issues

CLE: 1.5 Credits | Broadcast Date: Wednesday, August 05, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
Synthetic Identity Fraud Detection and Prevention: Best Practices for Companies

CLE: 2.0 Credits | CPE: 2.0 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Thursday, September 17, 2020 from 12:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording

$69.00
A Comprehensive Guide on Toxic Tort Litigation: Trends and Best Practices Explored

CLE: 1.5 Credits | Broadcast Date: Monday, June 7, 2021 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
The Evolving Landscape of the CCPA and COPPA: What You Should Know and Do

CLE:  1.0 Credit | Broadcast Date: Thursday, September 24, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording

$69.00
Practical Trademark Perspectives from U.S. and Canadian Counsel

CLE: 1.5 Credits | Broadcast Date: Tuesday, September 28, 2021 from 3:00 to 4:30 PM ET | Price Includes CLE & Recording

$69.00
Trends and Developments on Independent Contractors Classification: A Practical Guide

CLE: 1.5 Credits |  Broadcast Date: Wednesday, December 02, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
Trade Secret Protection for AI: A Comprehensive Guide

CLE: 1.5 Credits | CPE: 1.5 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Monday, December 14, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
A Comprehensive Guide on Pre-Trial and Evidentiary Hearings: Preparation Strategies You Need to Know

CLE: 1.5 Credits | Broadcast Date: Monday, September 21, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
False Claims Act: A Look Back and 2021 Expectations

CLE: 1.0 Credit | Broadcast Date: Thursday, December 03, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00
Business Interruption Insurance: Lessons Learned from the Pandemic

CLE: 1.5 Credits | CPE:  1.5 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Thursday, September 03, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
Demystifying the Current Landscape of Securities Litigation: Practical Tips and Strategies You Must Know

CLE: 1.5 Credits | Broadcast Date: Wednesday, November 04, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
Supply Chain Risks in the Face of COVID-19: Awareness and Mitigation Strategies

CLE:  1.0 Credit | Broadcast Date: Wednesday, September 02, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording

$69.00
AML/CTF: Trends, Developments and Enforcement Actions to Guide Companies in 2021

CLE: 1.0 Credit | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Monday, December 14, 2020 from 4:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

$69.00
COVID-19: Immediate Issues Facing Employers

CLE: 1.5 Credits | Broadcast Date: Wednesday, April 29, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
Data Breach Litigation in the 2020 Landscape: Practical Tips and Strategies to Avoid the Pitfalls

CLE: 1.5 Credits | Broadcast Date:  Wednesday, January 15, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
Effective Witness Preparation Techniques: A Comprehensive Guide

CLE: 1.5 Credits | Broadcast Date: Wednesday, April 08, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
ERISA Litigation: Navigating Through Complexities

CLE: 1.5 Credits | Broadcast Date:  Tuesday, June 30, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
Inter Partes Reviews & Post Grant Proceedings: Winning Strategies in the 2020 Battlefield

CLE: 1.5 Credits | Broadcast Date:  Thursday, June 25, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
Patent Protection for Pharma and Biotechnology in 2020

CLE: 1.5 Credits | Broadcast Date: Thursday, April 23, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
Responding to and Dealing with SEC Investigations: A Comprehensive Guide

CLE: 1.5 Credits | Broadcast Date: Tuesday, June 09, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording

$69.00
The DOJ’s “No-Poach” Agreements: Navigating Implications to the Year Ahead and Beyond

CLE: 1.5 Credits | Broadcast Date:  Tuesday, May 26, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
Trends and Developments in the Defend Trade Secrets Act in 2020: What You Must Know and Do

CLE: 2.0 Credits | Broadcast Date: Monday, April 27, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

$69.00
Trends and Updates in ERISA: Critical Issues and Best Practices in Light of Recent Cases

CLE: 1.0 Credit | Broadcast Date: Tuesday, April 07, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording

$69.00
Trends and Developments in Trade Secrets: What Companies Must Know and Do

CLE: 2.0 Credits | Broadcast Date: Thursday, December 10, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

$69.00
Non-Jury Trials: Best Litigation Practices Explored

CLE: 1.0 Credit | Broadcast Date: Thursday, July 30, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording

$69.00
EAR, ITAR, and OFAC Regulations: Fundamentals, Trends and Compliance Issues in 2019

CLE: 1.5 Credits | Broadcast Date: Wednesday, May 22, 2019 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording

$69.00
US Tariffs, Trade Wars, and Sanctions: Trends and Developments to Watch Out For

CLE: 1.0 Credit | Broadcast Date: Thursday, July 09, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording

$69.00
New IRS Regulations on Qualified Opportunity Zones: What You Must Know and Do

CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Wednesday, October 28, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes Recording

$69.00
Effectively Manage KYC Compliance: Keep Up with the Times by Getting Back to Basics

CLE: 1.0 Credit | Broadcast Date: Wednesday, August 11, 2021 from 3:00 PM to 4:00 PM ET | Price Includes CLE & Recording

$69.00
Mental Health and Substance Use Issues Management: Practical Tips and Strategies for Lawyers

CLE: 1.0 Credit | Broadcast Date: Friday, October 15, 2021 from 3:00 pm to 4:00 pm ET | Price Includes CLE & Recording

$69.00
OFAC Regulations and the Economic Sanctions Compliance Programs: Best Practices

CLE: 1.0 | Broadcast Date: Thursday, September 29, 2022 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00
Representation and Warranty Insurance: Exploring Trends, Updates, and Challenges Amidst the COVID-19 Pandemic

CLE: 1.0 Credit | Broadcast Date:  Monday, November 30, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00
The Complex World of Opportunity Zones: Meeting Reporting Requirements and Keeping Penalties at Bay

CLE: 2.0 Credits | Broadcast Date: Tuesday, November 10, 2020 from 12:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording

$99.00
Software Patents Post-Alice: Where Are We Now

CLE: 2.0 Credits | Broadcast Date: Wednesday, November 18, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

$0.00
The Intersection of Artificial Intelligence and Intellectual Property: Hot Buttons in 2020

CLE: 2.0 Credits | Broadcast Date: Thursday, July 23, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

$69.00
Anti-Money Laundering Due Diligence and Compliance in the 2020 Landscape: Going Beyond the Horizon

CLE: 1.0 Credit | Broadcast Date: Thursday, June 25, 2020 from 4:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording

$69.00
'Zombie' LIBOR for USD Contracts: Navigating the Critical Issues

CLE: 1.0 Credit | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Wednesday, May 12, 2021 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00
Calculating Lost Profits in Construction Claims: A Practical Guide

CLE: 1.0 Credit | CPE : 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Monday, January 25, 2021 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00
False Claims Act and COVID-19 Implications: Key Considerations and Best Practices

CLE: 1.0 Credit | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Wednesday, February 24, 2021 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording

$69.00

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David R. JohansonSenior Partner
PARTNER-IN-CHARGE, NAPA
Hawkins Parnell & Young, LLP
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