Jackson Lewis P.C. has a deep practice niche in employee stock ownership plans. We regularly assist our clients in structuring ESOP transactions and with related compliance matters, and in helping to further the success of our clients’ businesses by evolving an “employee ownership” culture using ESOPs. We also regularly represent and assist institutional trustees of ESOPs.

If you would like to learn more about the advantages of establishing and/or selling to an ESOP, we encourage you to review the following papers:

Description and Purpose of an ESOP

An Introduction to Employee Ownership and Selling to an ESOP

Tax Incentives for Employee Stock Ownership Plans

If you have any questions about a potential ESOP transaction or an existing ESOP, please contact me.

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Photo of Brian P. Goldstein Brian P. Goldstein

Brian Goldstein focuses his practice in the areas of executive compensation, employee benefits, and ERISA fiduciary counseling. He is a founding member of the firm’s ESOP class action practice.

For over 30 years, Brian has assisted clients with the design and implementation of…

Brian Goldstein focuses his practice in the areas of executive compensation, employee benefits, and ERISA fiduciary counseling. He is a founding member of the firm’s ESOP class action practice.

For over 30 years, Brian has assisted clients with the design and implementation of all types of pension, profit sharing, 401(k), employee stock ownership, stock-based compensation, nonqualified deferred compensation and tax-sheltered annuity plans. His practice has a particular concentration on ESOPs, structuring ESOP transactions by public and private companies, representing clients who are buying or selling ESOP companies, and representing institutional and other ESOP fiduciaries in transactions and related compliance matters and controversies. He also regularly represents clients before the IRS in connection with resolving defects with their qualified plans, and in IRS audits, DOL investigations and PBGC matters.

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