Shows
Journey to an ESOP & BeyondEP30 - Dancing with the DOL - interview with Wayne IsaacksThis episode covers an interview with Wayne Isaacks - ESOP trustee (attorney and CPA) to better understand how an ESOP could be interacting with the Department of Labor. Wayne and I cover a case study that he was involved with and illuminate some best practices and alleviate DOL concerns for companies heading toward an ESOP or existing ESOP Companies. There is some wisdom here that I think is solid related to how to respond to a DOL investigation.2022-10-2542 minJourney to an ESOP & BeyondEP14 - Interview with ESOP Trustee - Wayne Isaacks from Houston, TX - discussion on ESOPs during the Covid-19 crisisThis interview focuses on the role of the independent trustee in an ESOP transaction. The discussion also explores transactions during economic times of uncertainty.2020-04-2025 min