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Mid-Atlantic Chapter ESOP Breakfast Meeting

July 30, 2014 @ 8:30 AM (EDT) - 10:00 AM (EDT)
MidSouth Building Supply

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Greg Hogan of SC&H Capital will be speaking at the upcoming Mid-Atlantic Chapter ESOP Breakfast Meeting July 30, 2014. This breakfast will feature a panel of experts discussing case studies on “Redeem, Recycle or Releverage?”

Topics to include:

  • What are the IRS distribution rules and how much flexibility do you have?
  • What are the key differences between redemption and recycling?
  • Can recycling lead to section 404 or 415 concerns? If so, how to avoid them?
  • Do we want our ESOP contribution to provide an above average benefit but what is too much and how can this affect sustainability?
  • How does releveraging work?
  • What is the impact of your approach on you valuation?

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Event Details

July 30, 2014
8:30 AM (EDT) - 10:00 AM (EDT)
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MidSouth Building Supply
7941 Woodruff Court
Springfield, VA 22151 United States
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