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

Grand Cayman, Cayman Islands / Speaking Engagements / December 5, 2019

Cayman Captive Forum 2019: Federal & State Tax Update

Grand Cayman, Cayman Islands / Speaking Engagements / December 4, 2019

Cayman Captive Forum 2019: Group Captive Disclosure and Tax Issues for Participants/Members

Palo Alto, CA / McDermott Event / November 8, 2019

2019 Private Client West Coast Forum - PALO ALTO

San Francisco, CA / McDermott Event / November 7, 2019

2019 Private Client West Coast Forum - San Francisco

Los Angeles, CA / McDermott Event / November 6, 2019

2019 PRIVATE CLIENT West Coast Forum - Los Angeles