ESOP Basics (Legal/Valuation) – Rules, Regulations & Revenue

September 16, 2009
14th Annual Multistate ESOP Conference
Hilton Scranton & Conference Center100 Adams Avenue
Scranton, PA 18503

Harvey M. Katz presented, "ESOP Basics (Legal/Valuation) - Rules, Regulations & Revenue," at the 14th annual multistate ESOP Conference presented by the New Jersey/New York and Pennsylvania/Delaware Chapters of the ESOP Association. The conference took place in Scranton, PA on September 16, 2009.

ESOPs are an undertaking with benefits for every member of the team. In this session, Harvey Katz discussed the basic legal requirements, tax benefits, financing options, importance of the annual valuation report, what it contains, and how stock value is determined. The session was recommended for new team members (employee-owners), prospective team members (those considering an ESOP for their business), as well as spectators and fans (anyone) who wants to better understand the ESOP basics.