Description

This session will discuss current developments in the ESOP valuation arena including the effect of the Pizzella v. Vinoskey and Brundle case on valuation calculations. We will discuss the implications of control premiums and discounts in valuing ESOP stock. We will also address commonly encountered conflicts in ESOP-related litigation.

Learning Objectives:

• Learn about current ESOP valuation cases
• Learn about common problem areas and points of contention in ESOP litigation

Speaker(s):

• Natalya Abdrasilova, CPA/ABV. MAFF, CVA, Director, Wipfli LLP
• Steven L. York, CPA, CGMA, ABV, ASA, CBA, Senior Vice President, Stern Brothers Valuation Advisors