SC&H Group Events

Loading Events

← All Events

  • This event has passed.

Mid-Atlantic Chapter ESOP Breakfast Meeting

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

Event Navigation

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?

Click here to register for this event.

Register Today

Event Details

Date:
July 30, 2014
Time:
8:30 AM (EDT) - 10:00 AM (EDT)
Event Category:
Website:
http://www.esopassociation.org/docs/default-source/events/esop-breakfast-meeting.pdf?sfvrsn=0

Venue

MidSouth Building Supply
7941 Woodruff Court
Springfield, VA 22151 United States
+ Google Map