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Employee Benefits ESOP Update

Employee Benefits ESOP Update

Overview


Partner Allison Wilkerson was part of the subcommittee on ESOPs that presented at the 2018 ABA Section of Taxation May Meeting.

This meeting included a discussion of the potential for ESOP Regulations in light of Tax Reform. In addition, the subcommittee also discussed the life cycle of a DOL investigation, and the terms of the existing private trustee settlement agreements and the obligations arising thereunder.

Dig Deeper

Miami, FL / In-person / March 4-5, 2026

HPE Miami 2026

New York, NY / Speaking Engagements / December 8 – 9, 2025

The NYU SPS Annual Institute on State and Local Taxation

New York, NY / Speaking Engagements / December 3-4, 2025

ACI’s 15th Annual New York Forum on Economic Sanctions

Webinar / Speaking Engagements / November 18, 2025

PLI's Advanced Pension Plan Investments 2025