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2008
Date Title
October 2008

ESOPs: An Attractive Exit Alternative in a Difficult Market

- Citi Capital Strategies
Type: Articles
Author(s): Robert M. Siper
Practice Areas & Industries: Compensation and Benefits Advisory Services , Employee Benefits & Pensions , ESOPs

2006
Date Title
2006

Chapter Supplement "Pension, 401(k), Profit Sharing and Employee Welfare Plans”

- Employment Law Deskbook for Human Resources Professionals - West Group Publishing
Type: Books
Author(s): Wilber H. Boies PC , Alan D. Nesburg PC
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

Winter 2006

S Corporation ESOPS Create Investment, Acquisition, and Exit Strategy Opportunities For Private Equity Groups

- Insights
Type: Articles
Author(s): William W. Merten
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

2005
Date Title
April 2005

co-author, ESOP Advanced Fiduciary Issues

- National Center for Employee Ownership/Beyster Institute 2005 Annual Conference
Type: Other
Author(s): Susan Peters Schaefer
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

Winter 2005

Simplified and Expanded Voluntary Fiduciary Correction Program

- Benefits Law Journal
Type: Articles
Author(s): Diane M. Morgenthaler , Susan Peters Schaefer
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

2003
Date Title
Winter 2003/2004

"The Back-to-Back ESOP Loan Structure"

- Owners at Work
Type: Articles
Author(s): Jared Kaplan
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

May 6, 2003

Duty of Disclosure for Corporate Officers and Directors under ERISA

- Tax Management and Compensation Planning Journal, Vol. 31, No. 5
Type: Articles
Author(s): Alan J. Hawksley
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs , Welfare Benefit Plans

2002
Date Title
April 2002

co-author, “Tax Law Changes Affect ESOPs”

- Workspan
Type: Articles
Author(s): Jared Kaplan
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

2002

co-author, Tax Portfolio on Employee Stock Ownership Plans (ESOPs)

- Bureau of National Affairs
Type: Other
Author(s): Jared Kaplan
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

2001
Date Title
March 5, 2001

“IRS gives a late Christmas gift to employees with stock options”

- Mass High Tech
Type: Articles
Author(s): Andrew C. Liazos
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

January 21, 2001

“IRS Changes Audit Policy on Stock Options”

- The Boston Globe
Type: Articles
Author(s): Andrew C. Liazos
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

2001

co-author, "Terminating Defined Benefit Plans and Accessing the Excess Funding"

- Proceedings of the Fifty-Ninth Institute on Federal Taxation - New York University
Type: Other
Author(s): Jared Kaplan
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

2000
Date Title
July 2000

Extending U.S. ESOPs to Foreign Employees (Co-author, Chapter)

- Equity-Based Compensation for Multinational Corporations, 3rd Ed. - The National Center for Employee Ownership
Type: Books
Author(s): Joseph S. Adams
Practice Areas & Industries: Employee Benefits & Pensions , ESOPs

McDermott Will & Emery

McDermott Will and Emery