Every year the ESOP Association’s Mid-Atlantic Chapter hosts a Spring event to gather the region’s most prestigious ESOP experts. The ESOP Association Mid-Atlantic Chapter – 2018 Spring Conference is scheduled to be held in Charlottesville, VA March 8-9, 2018. We invite you to join us to meet fellow ESOP experts as well as learn more about the state of ESOPs. SC&H Capital’s Greg Hogan and Lindsay Baublitz will be speaking in two sessions featured below:
The Impact of Tax Reform on Valuations of ESOP Companies
Presented by Greg Hogan, SC&H Capital
The Tax Cuts and Jobs Act (originally titled) represents the most significant change to federal tax policy in 30 years. The decrease in federal corporate taxes will likely have an impact on the valuations of ESOP companies. This session aims to introduce the various issues valuation firms should address with the passage of tax reform.
ESOP Check-Up: Evaluating How an ESOP is Working
Presented by Christoper McLean, Kaufman & Canoles, P.C., Lindsay Baublitz, SC&H Capital
Plan sponsors and fiduciaries have an obligation to continually monitor ESOP operations to make sure the plan is being operated for the exclusive benefit of the plan participants and meeting all regulations and current corporate strategic objectives. Our presentation will cover Legal Check-up as well as Valuation Check-up