ESOP Association 39th Annual Conference

May 19, 2016 to May 20, 2016

ESOP partners Brian Hector and John Kober will present at the ESOP Association 39th Annual Conference in Washington, DC.

Friday, May 20, 2016 | 10:45–11:45 am
Recapitalizing ESOPs

Speaker: John Kober

Traditionally capitalized ESOP-owned companies can often face issues when trying to raise growth capital, facilitate international employee ownership, create acquisition currency, reduce interest expense, and improve cash flow. This session’s expert panel will discuss and present alternatives on restructuring an ESOP-owned company’s capital structure to address these issues.

Friday, May 20, 2016 | 10:45–11:45 am
When the Call or Letter Arrives – DOL/IRS Investigations

Speaker: Brian Hector

This session will provide guidance on what to expect and how to respond to a DOL request for information and follow-up investigation; from an IRS audit and request for information; and amendments from IRS agents in the determination letter process. Opportunity will be provided to the presenters and audience members to share recent experiences with the DOL and IRS.