Are you an NCEO member? Learn more or sign up now.

Home » Webinars »

WEBINAR REPLAY

MBE and W Status in ESOPs

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact Colleen Kearney at 510-208-1311 or ckearney@nceo.org for additional information.

This replay was recorded on December 19, 2017.

Program

Lian Gravelle
ESOP Plus: Schatz Brown Glassman LLP

Presenters

Lian Gravelle

presenter photologo

ESOP Plus: Schatz Brown Glassman LLP

Lian joined ESOP PlusŪ in January 2014 with six years of ESOP trustee and administrative experience. Lian's ESOP PlusŪ practice is focused on implementing ESOP transactions and maintaining compliance with federal regulations governing ESOPs. Lian has extensive experience with many facets of ESOPs including initial plan design and amendments, transactions, fiduciary duties, and IRS and Department of Labor audits. Lian is a cum laude graduate of Syracuse University and Valparaiso University Law School. She is admitted to the bar of Indiana and New York.