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Firm Events | Videos

ESOP Annual Checklist


Date: Thursday, April 11, 2024
Time:
2:00 – 3:00 p.m. ET
Contact: Elise Hoffer, Elise.Hoffer@ThompsonHine.com

A webinar presented by Thompson Hine LLP


It’s time to pull out the checklist and give ESOPs and ESOP-owned corporations the spring cleaning they deserve. Please join Thompson Hine partners David Whaley and Kelsey Mehaffie for an informative webinar designed to refresh your knowledge of the fundamentals of maintaining ESOPs on an annual basis and explore key considerations that should remain top of mind for ESOP-owned corporations in 2024 and beyond. Topics will include:

  • Annual ESOP requirements
  • Annual valuations
  • Annual corporate and commercial tasks
  • New for 2024: Corporate Transparency Act compliance
  • Annual HR compliance tracking
  • Annual real estate tasks

ESOP Annual Checklist

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