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Ongoing ESOP Operations

Top Ten New ESOP Legal Developments That You Should Know About

Thursday, April 17, 2025
9:45 AM – 10:45 AM MST
Location: 254
CE: 1

Presented By 
CE Type: CLE, CPE
This session will highlight recent legal and regulatory developments affecting ESOP administration, compliance, regulation, and litigation. Our panelists will review the top ten legal developments that the ESOP community should be aware of, including changes to Section 1042 of the Tax Code, the Corporate Transparency Act, the recently proposed Regulation on Adequate Consideration, new leadership within the Department of Labor and the Internal Revenue Service, and more. We will explain how each development may impact ESOPs and ESOP service providers, and how you can prepare for these potential changes.

Learning Objectives:

  1. Identify ten of the most important upcoming regulatory and legal developments for ESOP-owned companies and ESOP service providers.
  2. Analyze how these developments may impact ESOP administration and compliance, transactions, and ESOP-related litigation.
  3. Develop strategies and proactive steps that members of the ESOP community can take to prepare for these developments.