Please join PKF O’Connor Davies and Holland & Knight as they share their insight and expertise on how to effectively prepare for and successfully manage an IRS examination of an Employee Stock Ownership Plan (ESOP).
Key Topics:
- IRS examination of ESOPs
- IRS audit guidelines for ESOPs and KSOPs
- Preparing for the IRS exam and DOL investigation
- Discussion of other government agency involvement and private plaintiffs
- Insurance protections for directors, officers and fiduciaries
Who Should Attend:
ESOP directors, officers, CFOs, general counsel, fiduciaries, trustees and service providers.
Presenters:
PKF O’Connor Davies
John N. Vitucci, CPA, Principal, ESOP Practice Leader
Louis F. LiBrandi, Principal
Holland & Knight
David N. Pardys, Partner
Todd Wozniak, Partner