Insights

Webinar Replay: Managing IRS Examinations of ESOPs

In this webinar, PKF O’Connor Davies and Holland & Knight shared their insight and expertise on how to effectively prepare for and successfully manage an IRS examination of an Employee Stock Ownership Plan (ESOP).

Webinar Replay Here

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

Presenters:
PKF O’Connor Davies
John N. Vitucci, CPA, Principal, ESOP Practice Leader
Louis F. LiBrandi, Principal

Holland & Knight
David N. Pardys, PartnerĀ 
Todd Wozniak, Partner