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ESOP Companies in the New Administration

Community Conversations

Continuing Education Credit Offered: SHRM

Companies that receive support from federal programs or rely on goods that may be subject to tariffs are operating in an environment of rapid change and significant uncertainty, all of which have specific effects on ESOP companies. Join this webinar to cover some of those issues, from the effect on ESOP appraisals to preparing for the possibility of a partial plan termination to floor-price protection. Peer working groups will also be available to NCEO members.

Learning Objectives

  • Attendees will learn about the ESOP-specific impacts of large changes in federal spending, tariffs, and other policies.
  • Attendees will learn about steps they can take to manage those changes.
  • Presenters will discuss how changing federal policy could affect ESOP valuations.
 

Webinar Replay

Webinar Presenters

Pete Shuler headshot

Pete Shuler

Pete has over 20 years of experience administering and consulting on ESOPs and other qualified retirement plans. He manages the administration of over 525 ESOPs; consults with companies considering ESOP transactions; performs feasibility studies; consults on the termination and merger of ESOPs; forecasts the impact of new legislation on the compliance and operation of ESOPs; and coordinates and reviews repurchase liability studies.
Kevin Long headshot

Kevin Long

Kevin guides public and private companies and their advisors through ESOP feasibility studies, designs, transactions, terminations, and IRS/DOL ESOPs, KSOPs, EIAPs audits . He and his team of experts craft ESOPs to the specific needs of business owners who are looking for the most rewarding succession plans from the businesses they,ve worked to hard build. Co-author of "ESOPs for Administrators, he's a California State Bar certified tax law specialist.
Patrice Radogna headshot

Patrice Radogna

Ms. Radogna has been appraising private businesses for 20 years. Patrice is one of the leaders of VRC's national ESOP practice. Prior to VRC, she held positions with two boutique firms and an accounting firm. She has provided valuation services to hundreds of clients throughout New England for engagements including recapitalizations, tax transactions, shareholder disputes/dissolutions, M&A, and for ESOP purposes. Patrice holds a Finance degree from Boston College and is accredited by two appraisal associations, through which she holds the designations of: Accredited Senior Appraiser and Certified Business Appraiser well as being a Certified Public Accountant.