New Era of Material Wealth Creation with ESOPs 2018 | Bloomberg BNA | 3 May 2018 | Bloomberg LP, 120 Park Ave, New York, NY 10165, USA

Bloomberg Tax, a leading resource for legal, tax and business information, invites business owners, tax, finance directors, in-house counsel, bankers and investment professionals including PE & hedge fund managers to learn how employee stock ownership plans can provide more than just an exit strategy – they may be an opportunity for a growing business and its employees.

Esops are commonly used by owners seeking to retire, but beyond that their utility is not well understood. However, with tax reform and in today’s changing business environment there is a greater opportunity to consider them earlier in the lifecycle of the company. Esops, when properly done, can position a company for financing, allow for acquisitions, help attract and retain top talent in a competitive environment and create wealth for owners and employees. In addition, Esops have a unique application with alternative firms & business roll-ups.

These benefits require an understanding of what conditions should exist before pursuing an Esop as well as the impact of the 2017 Tax Act and consideration of the best approach for your company.

2018 Speakers

Gregory Brown
Partner, Holland & Knight Llp

Mark Carrington
Senior Content Manager, Bloomberg Next

Alfred W. Fiore
Principal, Pkf O’Connor Davies, Llp

Alex Gelinas
Partner, Sadis & Goldberg Llp

Richard C. May
Managing Partner, American Working Capital

Michael McGinley
Director, Prairie Capital Advisors

Noor Rajah
Owner, Optimizing Foundations Llc

Paul Theodore
President and Chief Executive Officer, Visual Graphic Systems, Inc.

Erin Turley
Partner, McDermott Will & Emery Llp

John N. Vitucci
Principal, Pkf O’Connor Davies, Llp

2018 Sponsors

• Pkf O’Connor Davies, Llp
• Praire
• Sadis Goldberg Llp