August 30, 2013 • 11:06 am
It’s the last day of the month before a holiday which means it’s time for a link up of this month’s stories. See below for your refresher.
Joining us in Vegas? Here’s what you need to know about the Conference.
The 2013 Press & Event Planning Kit for Employee Ownership Month has been released. Download your copy today.
The August 2013 ESOP Report is available on the Association’s website.
The Outside Board Registry is a great resource for members.
We tell you how to keep up with tax reform updates.
Publications highlight: ESOP Fiduciary Handbook.
A new special education track for in-house ESOP trustees will be offered to attendees of the Las Vegas Conference & Trade Show.
Watch the tax reform update for August.
Senators send letter to new DOL Secretary regarding proposed rule on the definition of a fiduciary.
Filed under: Conference Information, DOL Proposed Fiduciary Regulation, Employee Ownership Month (EOM), Government Affairs, Publication, August 2013 re-cap, Employee Ownership Month, ESOP Fiduciary Handbook, ESOP Report, Las Vegas Conference & Trade Show, Outside Board Registry, Press & Event Planning Kit, Tax Reform
This Issue Brief White Paper is to address issues that may arise when valuing the equity in ESOP-owned companies that have synthetic equity, or similar arrangements, embedded in their capital structure. It is specifically addressed to ESOP trustees and fiduciaries charged with approving the valuations of ESOP held employer securities. This Issue Brief White Paper was recently released by The ESOP Association’s Advisory Committee on Valuation.
The ESOP Association wishes to acknowledge, and express its thanks, to the volunteer members of the Association’s Advisory Committee on Valuation who worked on this project and the Committee Chair, Jeffrey Tarbell, ASA, CFA, Director, Houlihan Lokey, San Francisco, CA.
Valuing Synthetic Equity is available on The ESOP Association’s website, www.esopassociation.org. For additional information, email firstname.lastname@example.org, or call 202/293-2971.
Issue Briefs are FREE to Association members
Non-Member Price $6.00
Filed under: Issue Brief, Publication, Issue Brief, Valuing Synthetic Equity, White Paper