The DOL and IRS
Description: Shortly after the close of the DOLs fiscal year, we will...
Read More The DOL and IRS
Learn. Share. Connect. Explore our events below.
Webinars
Past Webinars
Read More The DOL and IRS
Preparing to Sell your Business: ESOPs and Strategic Alternatives
Description: Understanding the preparation needed for a sale, whether...
Read More Preparing to Sell your Business: ESOPs and Strategic Alternatives
Last-Minute EO Month Activities
Employee Ownership Month will be upon us shortly, but it's not too...
Read More Last-Minute EO Month Activities
Accounting and Valuations for ESOP Companies
Whether your ESOP is newly formed or been around for a while, this...
Read More Accounting and Valuations for ESOP Companies
Environmental, Social, & Governance (ESG): A Primer for Compensation and Benefits Practitioners
In very broad strokes, ESG consists of criteria used to measure the...
Read More Environmental, Social, & Governance (ESG): A Primer for Compensation and Benefits Practitioners
Assessing the Recent Claims Against Sellers and other Non-trustees in Lawsuits relating to ESOPs
Increasingly, sellers of stock and others who customarily have not...
Read More Assessing the Recent Claims Against Sellers and other Non-trustees in Lawsuits relating to ESOPs
Potential Opportunities & Challenges of Selling an ESOP Company
Discuss the process and complexities associated with selling an ESOP...
Read More Potential Opportunities & Challenges of Selling an ESOP Company
ESOP Administration: Benefits, Repurchase Studies, and Distribution Policies
Gain an overview of ESOP administration, including employee benefits,...
Read More ESOP Administration: Benefits, Repurchase Studies, and Distribution Policies
Using Employee-Led Buyouts to Close the Racial Wealth Gap
Apis & Heritage is pioneering a new approach to ESOP conversions that...
Read More Using Employee-Led Buyouts to Close the Racial Wealth Gap