Tuesday, January 14, 2025

Paul Porretta presents “ESOP Plan Design and Formation” for Lawline.

In this program, Paul Porretta walks through the process of designing and implementing an employee stock ownership program (ESOP).

The discussion covers ESOP plan design features and tax attributes, fiduciary duties and responsibilities for ESOP companies, and best practices for ensuring ongoing compliance.

Insight Industries + Practices