Employee Stock Ownership Plans: Tax, Valuation, and M&A Considerations


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Over the years, employers have effectively used Employee Stock Ownership Plans (ESOPs) in retaining employees and investing them in the companies’ profitability. However, with the ever-evolving business and legal landscape, it has become crucial for companies and their lawyers to be in the know of the latest developments and updates concerning ESOPs. Top compliance issues that require focus include valuation, M&A, and tax laws.

In this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide an in-depth analysis of the recent developments in ESOPs. Speakers will also present the best practices in avoiding potential compliance risks and pitfalls.

Some of the major topics that will be covered in this course are:

  • Employee Stock Ownership Plans (ESOPs) – Framework and Statistics
  • Recent Trends and Developments Involving:
    • M&A;
    • Tax; and
    • Valuation.
  • Opportunities and Risks
  • Best Compliance Practices