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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

Nashville, TN / Speaking Engagements / May 31 – June 3, 2026

PLANSPONSOR’s 2026 National Conference

Milwaukee, WI / Speaking Engagements / April 6 – 9, 2026

NCEO’s 2026 Annual Conference

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

HPE Miami 2026

Burlingame (SF), CA / Speaking Engagements / March 2 – 4, 2026

COST’s 2026 SALT in a Digital World Workshop

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COST's 2026 Southeast Regional State Tax Seminar

New York, NY / Speaking Engagements / February 23, 2026

PLI's Corporate Governance – A Master Class 2026