Did you catch our talks at the NCEO 2022 Employee Ownership Conference in Seattle?
As we discussed, here are two tools that can help you get an ESOP transaction completed.
ESOP Transaction Issues Checklist
The Issues Checklist is a tool to ...
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News & Events
The Truth About Employee Stock Ownership Plans
This year has been unusual in many respects and underscored the need for business owners to think more deeply about succession planning. Employee Benefits Law Group shareholder and tax attorney, Kevin Long, recently participated in a webinar with ...
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NCEO Fall Forum
In September, the National Center for Employee Ownership held its first-ever virtual Fall Forum, attracting record-breaking attendance, with more than 600 attendees from six continents. As NCEO founder Corey Rosen put it, many ESOP companies today ...
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2020 L.A. Advanced Pension & 401(k) Conference
EBLG partners Jim Paul and Marcel Weiland spoke at the 2020 L.A. Advanced Pension & 401(k) Conference in January. Jim covered pension plan eligibility issues, including the impacts of the federal SECURE Act and new state law in California. Marcel ...
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2019 Survey: ESOPs Impact Culture, Productivity, And Profitability
The ESOP Association has been conducting an annual Economic Performance Survey of its Employee Stock Ownership Plan company members since 2000. In its 2019 release:
85% of respondents said the ESOP had a positive impact on their corporate culture. ...
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Corporate Governance/Internal Trustees
EBLG partner Wendy Gilligan presented Corporate Governance/Internal Trustees at The ESOP Association's 2019 CAWS Chapter Fall Conference. Unsure about your team's responsibilities and potential liabilities? Team & Fiduciary Responsibilities ...
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