Legal

Jan 27, 2023

Mini-cast 213: The SECURE and WORK Acts Move EO Forward

An overview of important new federal legislation that should move employee ownership to new levels: the SECURE Act and WORK Act.

Jan 17, 2023

Winter Wonderland 009: Guide Star - Cybersecurity for ESOPs

Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.

Dec 6, 2022

227: ICYMI - Equity Compensation and The Florida Center for EO

M. John Burgess, Esq. of Shumaker discusses incorporating equity comp before & after ESOP transactions, the formation of the FLCEO + more.

Jul 19, 2022

207: Guide Star - Cybersecurity for ESOPs

Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.

Jul 5, 2022

205: Executive Compensation for ESOPs

M. John Burgess, Esq. of Shumaker and Curtis Schehr of DCS Corp. discuss the importance of ESOP executive compensation plans.

Jun 28, 2022

204: Equity Compensation and The Florida Center for EO

M. John Burgess, Esq. of Shumaker discusses incorporating equity comp before & after ESOP transactions, the formation of the FLCEO + more.

Jan 28, 2022

Mini-cast 170: The National Defense Authorization Act

The National Defense Authorization Act could suspend competitive bidding when a 100% S Corp ESOP's existing DoD contract is up for renewal.

Aug 11, 2020

ESOP Summer School 16: ESOP Law & COVID-19

Mark Kossow, Esq. of Clark Hill PLC discusses many ESOP legal issues during the pandemic including pausing ESOP transaction closings...

Aug 7, 2020

Mini-cast 94: The Wawa ESOP Settlement

We discuss a recent $26.1 million settlement of a class action suit between convenience store company Wawa and its ESOP.

Jul 31, 2020

Mini-cast 93: Jennifer Krieger - The Federal ESOP Grant Act

Wecelebrate the proposed federal grant for ESOPs and discuss implications of some of the bill's language.

Jun 19, 2020

Mini-cast 87: Business Waivers and Liability

Bret Keisling looks at the pros and cons and of limiting coronavirus-related business liability through waiver requirements and legislation.

May 8, 2020

Mini-cast 81: The DoL and Wilmington Trust Settlement

The Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,

Apr 10, 2020

Mini-cast 77: Bankruptcy & ESOP Participants

When an ESOP company files for bankruptcy, ESOP participants are at risk of losing everything because they are, at most, unsecured creditors

Mar 31, 2020

106: Mark Kossow, Esq. - ESOP Law & COVID-19

Mark Kossow, Esq. of Clark Hill PLC joins host Bret Keisling to discuss many ESOP legal issues including pausing ESOP transaction closings,

Mar 27, 2020

Mini-cast 75: Pausing ESOP Deals - Why It's Necessary

Mark Kossow, Esq., of Clark Hill discusses some of the reasons why ESOP transactions need to be paused during COVID-19.

Feb 4, 2020

99: CapEx, Real Estate, and ESOP Share Price

We look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...

Jan 7, 2020

95: Greg Zimmerman - EO, Premium Cigars, and Advocacy

Greg Zimmerman, Vice President of the Premium Cigar Association (PCA), President of the Pennsylvania Premium Cigar Retailers Association (PA

May 21, 2019

76: Non-Qualified Deferred Compensation and Warrants

In today’s episode, we share a recording of Rich Heeter of Capital Trustees, Robert Hilton of South Park Advisors, and Kathleen Weber of...

May 14, 2019

75: Business Valuation and Succession Planning

In this episode we talk with Rob Snowden, ASA, ABV, of South Park Advisors [southparkval.com]. We sat down with Rob in April at the...

Apr 23, 2019

72: Tax-Free ESOP Transactions

At #NCEO19, we sat down with Bruce Bickley, CPA, of 1042 Consulting. He takes a fiduciary approach to assist a company in selling to an...