Key Takeaways from the 2018 ESOP Association Professionals’ Forum

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The 2018 annual ESOP Professionals’ Forum, hosted by The ESOP Association, drew more than 240 participants over two days in early March. The event is the only conference designed exclusively for professionals who provide technical and legal assistance to employee stock ownership plan (ESOP) companies.

The first day comprised ESOP Association committee meetings, including Administration, Finance, Valuation and Legal & Regulatory. The committees then gathered together for a Joint Advisory Committee meeting, where topics of interest to all committees were discussed and debated.

The second day was open to all conference attendees and included an agenda of many hot topics in the ESOP community. Attendees enjoyed a lively discussion around the effect of the Tax Cuts and Jobs Act on ESOP valuations and companies’ repurchase obligations. Other topics of interest included pre-funding of ESOP transactions, how elements of control affect ESOP valuations, re-leveraging and other repurchase obligation strategies and the current United States Department of Labor regulatory environment.

To learn more about issues affecting ESOPs, contact Cara or your trusted BKD advisor.

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