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Mary McCooe will be presenting on Internal Revenue Code section 409(p) at the Employee Owned Conference in Las Vegas on November 12, 2022. Section 409(p) was enacted to prevent the use of S corporation employee stock ownership plans (ESOPs) as abusive tax shelters and to ensure that a broad range of rank and file employees benefit from ESOP tax advantages. Compliance with...
Mary McCooe will present an ESOP 101 session at The ESOP Association's New England Chapter conference in Burlington, MA on October 6, 2022. To learn more about the event, visit https://www.esopassociation.org/.