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

Broadcast Date: Friday, September 13, 2019 from 12:00 pm to 1:30 pm (ET)
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David Johanson
Stefan Whitwell, CFA, CIPM


About Hawkins Parnell & Young LLP

Hawkins Parnell & Young is a national defense litigation firm that has represented many of the largest and most well-known companies in high-risk litigation and business disputes. The 250-strong litigation team works with clients to develop winning defense strategies and, if necessary, try cases to verdict in all 50 states. As national leaders in their fields of expertise, their ESOP, Employee Benefits, M&A, Tax & ERISA group brings extraordinary depth in perspective when advising clients in connection with retirement plans, equity incentives, executive compensation, shareholder issues, fiduciaries, mergers and acquisitions, and employment and benefits litigation throughout the country.

Website: https://www.hpylaw.com/

About National Wealth Partners, LLC

National Wealth Partners is a full service wealth management Firm dedicated to serving Difference Makers at the intersection of Wealth, Health and Purpose.  We work with business owners, senior executives and philanthropists and invite you to partner with us and manage your wealth with purpose.  Allow us to free you from the burden of detail so you can focus on what you love to do. With 100+ years experience among our co-founders, we've got you covered.

Website: https://www.natwp.com/