ESOPs: Are They The Right Ownership Strategy?

Wednesday, February 28, 2018 - 12:00

ESOPs: Are They The Right Ownership Strategy?

 
We’ll be discussing:
• Candidates for an Employee Stock Ownership Plan and Trust (ESOP)
• Determining the Feasibility of an ESOP
• Financing of the ESOP Transaction
• Tax Strategies in an ESOP Transaction
• ESOP Accounting and Record Keeping
• ERISA Fiduciary Responsibilities
• ESOP Governance
 
12:00 PM to 1:00 PM—Presentation and Q&A
 
Speakers:
Michelle Buckley, CPA, AIFA®,  Vice President at Meaden & Moore
Kevin Ward, Senior Vice President at Huntington Bank
 
Hosted by Crain's Cleveland
 

Register for the Webinar Here