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:

• Identify current ESOP valuation cases
• Analyze 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/ABV/CEIV, CGMA, ASA, CBA, Executive Vice President, Stern Brothers Valuation Advisors

Category: Concurrent Session Online