This annual seminar, completely dedicated to S ESOP issues, attracts attendees from companies that are S Corporations, or considering becoming S Corporations, that sponsor ESOPs. The program will provide relevant information on what it takes to comply with current S Corporation law and regulations, plus highlighting operating the ESOP so as to maximize return to employees and the S corporation through the ESOP.
On Friday, February 24, at 11:25 a.m., Partner Kathleen Sheil Scheidt will moderate a case study session, "Correcting Allocations and Other Administrative Errors" which will explore issues encountered in an actual situation in which allocations for several years had to be redone to achieve compliance with the ESOP document and Section 409(n). At 4:10 p.m., Partner Greg Brown will moderate a case study section on "Using an ESOP to Acquire Another Company" that will explore the motivations and structure for using an ESOP to acquire another company.
