Sell Your Business Once and Get Paid TwiceWhen: March 05, 2026Hosted By: Fox RothschildLocation: WebinarPeople: Harvey M. Katz, Sheldon S. Miles
The Perks of an Enhanced ESOP Exit StrategyWhen: September 26, 2024Hosted By: Fox RothschildLocation: WebinarPeople: Harvey M. Katz
DOL Investigations: What You Need to KnowWhen: September 25-27, 2024Hosted By: The ESOP Association, Multistate Regional Chapter Conference Location: Mohegan Pennsylvania Casino ResortPeople: José M. Jara
Ownership Transition: Build Bridges for Future SuccessWhen: September 06, 2024Hosted By: Structural Engineers Association of CaliforniaLocation: Hyatt Regency PortlandPeople: Syvia L. Magid, Rachel Schaefer
DOL Auditor Role PlayWhen: July 31, 2024Hosted By: The ESOP Association, Thoroughbred ConferenceLocation: Louisville Marriott EastPeople: José M. Jara
Board of Directors/Trustee Conference: ESOP 101When: March 13, 2024Hosted By: The ESOP AssociationLocation: Sheraton NashuaPeople: José M. Jara
New England Chapter 2024 Spring Conference: ESOP 101When: March 12, 2024Hosted By: The ESOP AssociationLocation: Sheraton NashuaPeople: José M. Jara
Employee Stock Ownership Plans: Legal Strategies and Tax ImplicationsWhen: November 07, 2023Hosted By: TRTCLELocation: WebinarPeople: Harvey M. Katz, Seth I. Corbin, Sheldon S. Miles
What to Do When the DOL Comes Knocking on Your DoorWhen: September 15, 2023Hosted By: The ESOP AssociationLocation: The Crown Plaza Albany -Desmond HotelPeople: José M. Jara
Administrative Tips to Protect Your Plan by Satisfying DOL or IRS InquiriesWhen: April 26, 2023Hosted By: National Center for Employee OwnershipLocation: Kansas City Convention CenterPeople: José M. Jara
Offers & Acquisitions: Board and Management RolesWhen: November 10, 2022Hosted By: The ESOP AssociationLocation: Employee Owned 2022 ConferencePeople: Harvey M. Katz, Sandy Shoemaker
Use of Enhanced ESOPs as an Exit Strategy: A Case StudyWhen: November 03, 2022Hosted By: Fox RothschildLocation: VirtualPeople: Harvey M. Katz, Seth I. Corbin, Sheldon S. Miles
Synthetic Equity Uses in ESOP Transactions and Executive CompensationWhen: April 27, 2022Hosted By: National Center for Employee OwnershipLocation: Washington State Convention CenterPeople: Harvey M. Katz
Changes to Valuation of Stock Cases: What It Now Takes for Successful Management of Stocks, Employee Stock Ownership (ESOP) Challenges and Enforcement ActivityWhen: November 21, 2019Hosted By: American Conference InstituteLocation: Park Lane HotelPeople: José M. Jara