January 11, 2021 – Video Why Consider an ESOP Exit Strategy?
June 22, 2020 – Article Will COVID-19 Spur the Use of Arbitration Clauses in ERISA Plans?
June 18, 2020 – Article Main Street Lending Program Update
June 16, 2020 – Article COVID-19: Is an ESOP Still a Viable Exit Strategy in These Uncertain Times?
May 4, 2020 – Article Fed Updates Main Street Lending Program for Businesses
Updated March 26, 2020 COVID-19 Tax and Other Business Relief and Shelter Orders
June 1, 2018 – Article A Primer on Mergers & Acquisitions Due Diligence for CPAs
Today's CPA, Texas Society of Certified Public Accountants
February 2016 The Pros & Cons of Employee Stock Ownership Plans
2016 – Article ESOP as a Financing Mechanism
2016 – Article Tax Incentives for ESOPs
2016 – Article Description and Purpose of an ESOP
February 2015 – Article Direct Stock Purchases in Closely Held Companies
NCEO: Equity Alternatives (13th ed.)
2014 – Article ESOP Drafting Considerations to Reinforce the Moench Presumption
The Travelers Companies, Inc. Client Alert
2013 – Article The Advantages of Selling to an ESOP