Upcoming Technical Presentations
Two Day Professional ESOP Forum - New Orleans, LA
Annual ESOP Conference - Carmel, IN
The Indiana Chapter of The ESOP Association
March 4, 2015
"Managing Your Benefit Levels & Repurchase Obligation"
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"
Spring Conference - The Year of the All Star ESOP - Waukesha, WI
The Wisconsin Chapter of The ESOP Association
March 9, 2015
Annual Spring Conference - Powell, OH
The Ohio/Kentucky Chapter of THE ESOP Association
March 18, 2015
2015 ESOP Invitational Conference & Golf Tournament- Pinehurst, NC
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
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"
"Deferring Capital Gains Taxes Using the Section 1042 Rollover"
17th Annual Awards Banquet & Spring Conference - Grapevine, TX
The Southwest Chapter of The ESOP Association
March 26-27, 2015
"The ESOP Administration Timeline"
2015 Spring Conference - Bedford, MA
The New England Chapter of The ESOP Association
April 3, 2015
The New England Chapter of The ESOP Association
April 3, 2015
"ESOP 101"
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 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 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"