This was our first ESOP; Bob walked us through the entire process and gave us a good understanding of how all the pieces fit together. There is a lot of moving pieces in an ESOP, and he helped us not just with the valuation, but showed us the entire workings of the...
We have some big news from Acclaro and its managing director and ESOP advisor Chris Best. Acclaro has recently announced that they're opening a new branch in the Chicago marketing area. This new office will be in addition to their location in Phoenix, Arizona. Chris...
We have used Acclaro for a number of years, and we have always been satisfied. Chris interviews our company leadership about business developments and always stays current with the situation. Our company has one of the oldest ESOPs in the country, it dates back to...
Katten Muchin Rosenman advisor and ESOP law expert Ann Kim has contributed a new article to ESOP Marketplace, called "ESOP Fact Sheet". The article is designed as an in-depth introduction to ESOPs, and, aside from clear explanations of the plan's nature and tax...
Chris Best, our most recent addition to the ESOP Marketplace, will be presenting at the upcoming National Center for Employee Ownership seminar. The National Center for Employee Ownership (NCEO) is an organization that serves as the leading source of accurate,...
Katten Muchin Rosenman advisor and ESOP lawyer Ann Kim has a number of articles featured on ESOP Marketplace. One of those is "Employee Stock Ownership Plans in Corporate Transactions", an explanation of ESOPs in corporate transactions, the structure of such plans as...
Visitors to ESOPMarketplace.com can now read an article by Katten Muchin Rosenman advisor Ann Kim. The article, the first in a series, explains the Katten advisor profile, and lists a number of tax benefits that can be gotten by implementing an ESOP. To find out more,...
The legendary meeting in November 1973 between economist Louis Kelso and Senator Russell Long was the key moment when ESOPs stopped being merely an esoteric financial instrument, and began their path towards the tax code. While Long was initially resistant to the idea...
ESOP Law expert Gregory Brown has graciously agreed to be interviewed for the ESOP Marketplace Advisor Hall of Fame section. The interview touched on ESOP history and Brown's own experiences working in the industry, beginning in the mid-1970s. ...
Wendy Lankes is a principal for the firm of R.K. Schaaf Associates, Inc., and also serves as its Vice President. As a qualified plan consultant, she has been actively involved in the retirement benefits industry since 1985. ...