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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

Orlando, FL / Speaking Engagements / November 5 – 7, 2025

The Bank & Capital Markets Tax Institute 2025

San Francisco, CA / Speaking Engagements / October 26 – 29, 2025

TEI's 2025 Annual Conference

Nashville, TN / Speaking Engagements / October 27 – 29, 2025

32nd Annual Paul J. Hartman State and Local Tax Forum

San Francisco, CA / Speaking Engagements / October 26 – 29, 2025

TEI's 80th Annual Conference

Washington, DC / Speaking Engagements / October 27 – 28, 2025

ABA's Health and Welfare Benefit Plans National Institute 2025

Webinar / Speaking Engagements / October 21 – 23, 2025

ERIC’s 2025 Virtual Policy Symposium