ESOP Developments: Tax Reform and Regulatory and Transaction Trends in 2018

The Tax Cut and Jobs Act of 2017 substantially changed the tax rates for both C corporations and, to a lesser degree, S corporations. These new tax rates will influence ESOP valuations, repurchase obligations, and transaction structures.

Join Bob Massengill to learn more about the pros and cons of the new tax law and how these rates will impact existing and new ESOPs. You’ll also review:

• A quick summary of ESOP basics
• The Tax Cut and Jobs Act’s impact on ESOPs
• DOL settlement agreements
• Redemption and ESOP transactions
• Tax favored sale strategies

This online class is a must for firms exploring ESOP transaction or those with existing ESOPs.