Morgan Lewis

ESOP Finance Publications of Interest

Related Publications

12/10/12 ESOPs: A Plan to Help Business Owners Avoid “Taxmageddon,” LifeHealthPro
2012 Tax Advantages of ESOPs and Their Increasing Benefit With Rising Tax Rates, New York University Review of Employee Benefits and Executive Compensation
2011 ESOP Plans: A Method for Succession Planning and Selling Your Company, New York University Review of Employee Benefits and Executive Compensation
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84 Publications Found
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12/10/12 ESOPs: A Plan to Help Business Owners Avoid “Taxmageddon,” LifeHealthPro

Outside Publication | Article
Brian Hector

2012 Tax Advantages of ESOPs and Their Increasing Benefit With Rising Tax Rates, New York University Review of Employee Benefits and Executive Compensation

Outside Publication | Article
Brian Hector

2011 ESOP Plans: A Method for Succession Planning and Selling Your Company, New York University Review of Employee Benefits and Executive Compensation

Outside Publication | Article
Brian Hector

03/19/10 ESOPs Update, presented to the Employee Benefits Committe of the Chicago Bar Association, Chicago

Presentation | Speech
Brian Hector

03/18/10 ESOP Fiduciary Liability—Understanding the Risk and the Protection Available, presented at the 2010 Tri-State Regional ESOP Association, Pinehurst, NC

Presentation | Speech
Patrick Rehfield

01/26/10 ESOP Hot Topics and Innovative Transactions, presented at the ESOP Association Mid-Atlantic Chapter Meeting, McLean, VA

Presentation | Speech
Michael Holzman

10/16/09 The Roles of the ESOP Trustee in the ESOP Valuation Process, presented at the ESOP Association Mid-Atlantic Chapter Conference, Charlottesville, VA

Presentation | Speech
Michael Holzman

02/05/09 ESOP Sustainability, presented at the Illinois Chapter of The ESOP Association's 2009 Winter Conference, Oak Brook, IL

Presentation | Speech
David Ackerman

2008 A State-by-State Analysis of S Corporation Tax Treatment (Chapter 3), S Corporation ESOPs (NCEO)

Outside Publication | Chapter
Renee Lewis

11/05/08 ESOPs as an Exit-Planning Strategy, presented at the Certified Exit Planning Advisor Program sponsored by the Exit Planning Institute, Chicago

Presentation | Speech
David Ackerman

09/26/08 Sorting Through the Board of Directors/Board of Trustees Interface, presented at The ESOP Association's 2008 Annual Board of Directors of ESOP Companies Retreat, Chicago

Presentation | Speech
David Ackerman

09/11/08 ESOPs as a Liquidity or Exit Strategy, presented at the National Trust Closely Held Business Association's 2008 Annual Workshop, Sedona, AZ

Presentation | Speech
David Ackerman

07/24/08 Repurchase Obligation / Valuation Issues, presented at The ESOP Association's ESOP Sustainability Seminar, Chicago

Presentation | Speech
David Ackerman

05/28/08 Planning for Ownership Succession in the Family Business, presented to the Valley Industrial Association, Geneva, IL

Presentation | Speech
David Ackerman

04/18/08 ESOP Legal Update, presented at the 2008 Ohio Employee Ownership Conference, Akron, OH

Presentation | Speech
David Ackerman

04/03/08 Facing New Challenges as Your ESOP Matures, presented at the National Center for Employee Ownership's 2008 Annual Employee Ownership Conference, Chicago

Presentation | Speech
David Ackerman

03/13/08 ESOP Strategies 2008, presented to the Mid-Atlantic Chapter of the ESOP Association, Washington, D.C.

Presentation | Speech
Daniel Hogans, Michael Holzman

02/07/08 The Tribune Company ESOP Transaction, presented at the Illinois Chapter of The ESOP Association's 2008 Winter Conference, Oak Brook, IL

Presentation | Speech
David Ackerman

01/17/08 ESOP Legal Issues, presented at the Alliance of Merger & Acquisition Advisors' 2008 Winter Conference, Las Vegas, NV

Presentation | Speech
David Ackerman

11/09/07 The Role of ESOP Fiduciaries in Corporate Transactions, presented at The ESOP Association's 2007 Vegas Conference & Trade Show, Las Vegas, NV

Presentation | Speech
David Ackerman

11/08/07 Capital Planning Alternatives for Successful ESOP Companies, presented at The ESOP Association's 2007 Vegas Conference & Trade Show, Las Vegas, NV

Presentation | Speech
David Ackerman

10/23/07 Who Are Fiduciaries? and What are Their Key Responsibilities? presented at the Conference on Fiduciary Issues for Internal ESOP Trustees sponsored by the National Center for Employee Ownership, Chicago

Presentation | Speech
David Ackerman

09/25/07 ESOP Acquisitions: Doing it the Sam Zell Way, presented at The Deal's Innovative Deal Financing Conference, New York

Presentation | Speech
David Ackerman

05/15/07 Governance & Fiduciary Overview and Potential Conflicts, presented at The ESOP Association's 2007 Annual Conference, Washington, D.C.

Presentation | Speech
David Ackerman

02/16/07 Going to 100-Percent ESOP Ownership, presentation at The ESOP Association's 2007 S Corporation ESOP seminar, Orlando, FL

Presentation | Speech
David Ackerman

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