Jan 29Mini-cast 170: The National Defense Authorization ActThe National Defense Authorization Act could suspend competitive bidding when a 100% S Corp ESOP's existing DoD contract is up for renewal.
Aug 11, 2020ESOP Summer School 16: ESOP Law & COVID-19Mark Kossow, Esq. of Clark Hill PLC discusses many ESOP legal issues during the pandemic including pausing ESOP transaction closings...
Aug 8, 2020Mini-cast 94: The Wawa ESOP SettlementWe discuss a recent $26.1 million settlement of a class action suit between convenience store company Wawa and its ESOP.
Jul 31, 2020Mini-cast 93: Jennifer Krieger - The Federal ESOP Grant ActWecelebrate the proposed federal grant for ESOPs and discuss implications of some of the bill's language.
Jun 20, 2020Mini-cast 87: Business Waivers and LiabilityBret Keisling looks at the pros and cons and of limiting coronavirus-related business liability through waiver requirements and legislation.
May 8, 2020Mini-cast 81: The DoL and Wilmington Trust SettlementThe Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,
Apr 11, 2020Mini-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
Apr 1, 2020106: Mark Kossow, Esq. - ESOP Law & COVID-19Mark Kossow, Esq. of Clark Hill PLC joins host Bret Keisling to discuss many ESOP legal issues including pausing ESOP transaction closings,
Mar 28, 2020Mini-cast 75: Pausing ESOP Deals - Why It's NecessaryMark Kossow, Esq., of Clark Hill discusses some of the reasons why ESOP transactions need to be paused during COVID-19.
Feb 5, 202099: CapEx, Real Estate, and ESOP Share PriceWe look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...
Jan 8, 202095: Greg Zimmerman - EO, Premium Cigars, and AdvocacyGreg Zimmerman, Vice President of the Premium Cigar Association (PCA), President of the Pennsylvania Premium Cigar Retailers Association (PA
May 22, 201976: Non-Qualified Deferred Compensation and WarrantsIn 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, 201975: Business Valuation and Succession PlanningIn 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, 201972: Tax-Free ESOP TransactionsAt #NCEO19, we sat down with Bruce Bickley, CPA, of 1042 Consulting. He takes a fiduciary approach to assist a company in selling to an...
Jan 8, 201957: ESOP Roundtable with Devine Millimet and BerryDunnThis episode's roundtable was hosted by Devine Millimet [www.devinemillimet.com] at their offices in Manchester, New Hampshire. Bret...
Sep 25, 201844: ESOP Best PracticesIn this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ...
Mar 13, 201825: Transactional Law for ESOPsOur guest is Tabitha Croscut an ESOP attorney with Devine Millimet, Attorneys at Law. Tabitha Croscut discusses the history and current...
Feb 27, 201823: ESOP 101 PresentersThis special ESOP Podcast is a companion episode to our well-received "ESOP 101" podcast (Episode 21), which presented a 360-degree...
Jan 23, 201818: ESOP ConversationsOur guest is Pete Jones of ESOP Plus, Schatz Brown Glassman LLP, an industry-leading boutique law firm solely focused on employee...
Nov 28, 201713: ESOPs & LitigationOur guest is Scott Stitt, an ERISA (Employee Retirement Income Security Act) Attorney at Tucker Ellis LLP's Columbus Ohio office. He has...