Value Series on Employee Benefit Plans – Live Webinar: Managing IRS Examinations of ESOPs

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