Concurrent Session Online

FVC2014. Current Conditions in the Administration and Valuations of ESOPs

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
Date/Time
Nov 9
3:30 PM–4:20 PM
CPE Credits
1.0
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Session Tags
The Experienced Pro
Speakers
Image of Natalya Abdrasilova

Natalya Abdrasilova

CPA/ABV. MAFF, CVA
Director
Wipfli LLP
Image of Steven York

Steven York

CPA/ABV/CEIV, CGMA, ASA, CBA
Executive Vice President
Stern Brothers Valuation Advisors