Blue Ridge ESOP Associates Industry News

BREA Professionals at Upcoming Technical Presentations - Spring 2015

Posted by Laura Sadikoglu

Feb 23, 2015 11:40:58 AM

Upcoming Technical Presentations 
Two Day Professional ESOP Forum - New Orleans, LA
The ESOP Association
February 26-27, 2015
ESOP Administration Issues
Barbara Clough, QPA, QKA


Annual ESOP Conference - Carmel, IN
The Indiana Chapter of The ESOP Association
March 4, 2015
"Managing Your Benefit Levels & Repurchase Obligation" 


ESOPs from A to Z - Oak Brook, IL

The Illinois Chapter of The ESOP Association

March 5, 2015

"ESOP Distributions - The Rules/The Realities"

Barbara Clough, QPA, QKA


Spring Conference - The Year of the All Star ESOP - Waukesha, WI
The Wisconsin Chapter of The ESOP Association
March 9, 2015
"How the Target Employee Benefit Level Impacts the Company, the ESOP, Repurchase, etc." 
 Scott Freund, QPA
Annual Spring Conference - Powell, OH
The Ohio/Kentucky Chapter of THE ESOP Association

March 18, 2015
"Developing & Updating Your ESOP Administration Timeline"

2015 ESOP Invitational Conference & Golf Tournament- Pinehurst, NC

The Carolinas Chapter & The Mid-Atlantic Chapter of The ESOP Association  

March 22-24, 2015
"Administration Consternation"

Dolores Lawrence, CPA, QKA

"Deferring Capital Gains Taxes Using the Section 1042 Rollover"

Tom Roback, CEP, QKA


17th Annual Awards Banquet & Spring Conference - Grapevine, TX

The Southwest Chapter of The ESOP Association

March 26-27, 2015

"The ESOP Administration Timeline"

Dolores Lawrence, CPA, QKA


2015 Spring Conference - Bedford, MA
The New England Chapter of The ESOP Association
April 3, 2015
"ESOP 101"

Barbara Clough, QPA, QKA  

Employee Ownership Conference - Denver, CO2015NCEO_Conf
The National Center for Employee Ownership
April 21-23, 2015

Track E2 - ESOP: Beyond the Basics - "Overhauling Your ESOP - What to Do When Your Business Conditions Change Drastically Post Transaction"

Track E1 - ESOP Basics - "ESOP Plan Design"  

Track E1 - ESOP Basics - "ESOP-Related Issues Specific to Retail Industry"
Track E2 - ESOP: Beyond the Basics "S-Corporation Anti-Abuse Testing - The Rules, The Actuality"