Financial Impacts of ESOP Plan Design

Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will be joined by Alex Mounts from Krieg DeVault to discuss the many nuances of ESOP plan design. The discussion will focus on setting up an initial ESOP plan, making changes to an existing plan, and the potential current and future tax and valuation impact to any plan modifications.

The webinar will help participants:

• Explore recycling shares versus redemption of shares
• Learn about “Re-ESOPing”
• Understand how any plan changes impact ESOP valuation and tax matters

This webinar will be presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series. NCEO members may register for the webinar at no cost. If you are not an NCEO member, you may join the organization for a nominal fee to gain access to the webinar and other NCEO member benefits. Use the code NCEOWeb21 for a 50% discount.