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Panel Proposals

ESOP Plan Design and Feasibility

Implementing a Partial ESOP Transaction

Monday, April 29, 2024
2:15 PM - 3:15 PM ET
Location: 107 - 108
Earn 1 CE Hour
CE Type: CLE, CPE

This session will provide an insightful discussion on the advantages and disadvantages of a Partial ESOP Transaction. Participants will gain a comprehensive understanding of the tax implications involved in such transactions. Additionally, the session will present various scenarios where a Partial ESOP Transaction could be an ideal fit. This is a valuable opportunity for anyone considering or involved in ESOP planning to deepen their knowledge and make informed decisions.

Learning Objectives:

  1. Understand the Pros and Cons of a Partial ESOP Transaction.
  2. Understand what the tax consequences are under a Partial ESOP Transaction.
  3. Describe some scenarios in which a Partial ESOP Transaction would fit.

  • Peter Aliferis, n/a

    Managing Director
    Pendo Advisors, LLC
    Chicago, IL

  • Kjersti Cory

    Independent Trustee
    SCJ Fiduciary Services
    Smithfield, KY

  • Brian Hector

    Partner
    Morgan Lewis & Bockius
    Chicago, IL