Employee Benefits ESOP Update

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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.

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