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.
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- Jan 17
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 29, 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...
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