United States

Shining an ESOP light on tax and accounting news


Employee stock ownership plans (ESOPs) provide businesses with a way to motivate and reward employees, while also creating a business succession strategy. Once established, ESOPs must be properly managed at both the plan and corporate level. This is not easy in an ever-changing regulatory environment.

Join our ESOP professionals as they discuss the ESOP-specific nuances of three important business areas. We will share how and why each is slightly different when looked at through the lens of an ESOP-owned business:

  • Newly applicable accounting standards: Revenue recognition and goodwill
  • Tax year-end updates and reminders: Status of tax reform and compliance requirements
  • Takeaways from recent IRS and DOL exams: Current areas of focus and controversy

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Event details

Who should attend
Business owners, controllers, tax or finance professionals, and plan administrators of companies with active employee stock ownership plans, or those who may be considering them. 


More information
Email us or call +1 800 274 3978

related resources

Employee Benefits Insights