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    Mini-cast 170: The National Defense Authorization Act
    • Jan 29

    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.
    ESOP Summer School 16: ESOP Law & COVID-19
    • 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...
    Mini-cast 94: The Wawa ESOP Settlement
    • Aug 8, 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.
    Mini-cast 93: Jennifer Krieger - The Federal ESOP Grant Act
    • 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.
    Mini-cast 87: Business Waivers and Liability
    • Jun 20, 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.
    Mini-cast 81: The DoL and Wilmington Trust Settlement
    • 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,
    Mini-cast 77: Bankruptcy & ESOP Participants
    • Apr 11, 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
    106: Mark Kossow, Esq. - ESOP Law & COVID-19
    • Apr 1, 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,
    Mini-cast 75: Pausing ESOP Deals - Why It's Necessary
    • Mar 28, 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.
    99: CapEx, Real Estate, and ESOP Share Price
    • Feb 5, 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...
    95: Greg Zimmerman - EO, Premium Cigars, and Advocacy
    • Jan 8, 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
    76: Non-Qualified Deferred Compensation and Warrants
    • May 22, 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...
    75: Business Valuation and Succession Planning
    • 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...
    72: Tax-Free ESOP Transactions
    • 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...
    57: ESOP Roundtable with Devine Millimet and BerryDunn
    • Jan 8, 2019

    57: ESOP Roundtable with Devine Millimet and BerryDunn

    This episode's roundtable was hosted by Devine Millimet [www.devinemillimet.com] at their offices in Manchester, New Hampshire. Bret...
    44: ESOP Best Practices
    • Sep 25, 2018

    44: ESOP Best Practices

    In this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ...
    25: Transactional Law for ESOPs
    • Mar 13, 2018

    25: Transactional Law for ESOPs

    Our guest is Tabitha Croscut an ESOP attorney with Devine Millimet, Attorneys at Law. Tabitha Croscut discusses the history and current...
    23: ESOP 101 Presenters
    • Feb 27, 2018

    23: ESOP 101 Presenters

    This special ESOP Podcast is a companion episode to our well-received "ESOP 101" podcast (Episode 21), which presented a 360-degree...
    18: ESOP Conversations
    • Jan 23, 2018

    18: ESOP Conversations

    Our guest is Pete Jones of ESOP Plus, Schatz Brown Glassman LLP, an industry-leading boutique law firm solely focused on employee...
    13: ESOPs & Litigation
    • Nov 28, 2017

    13: ESOPs & Litigation

    Our guest is Scott Stitt, an ERISA (Employee Retirement Income Security Act) Attorney at Tucker Ellis LLP's Columbus Ohio office. He has...
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