Managing IRS Examinations of ESOPs

PKF O'Connor Davies and Holland & Knight Webinar
September 17, 2020
12:00 PM - 1:00 PM ET

Employee Benefits and Executive Compensation Partners Todd Wozniak and David Pardys will join PKF O'Connor Davies for a webinar titled "Managing IRS Examinations of ESOPs." The session will share insight and expertise on how to effectively prepare for and successfully manage an IRS examination of an Employee Stock Ownership Plan (ESOP).

Key Topics:

  • IRS examination of ESOPs
  • IRS audit guidelines for ESOPs and KSOPs
  • Preparing for the IRS exam and DOL investigation
  • Discussion of other government agency involvement and private plaintiffs
  • Insurance protections for directors, officers and fiduciaries

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