The Knowledge Group
The Knowledge Group

Joan M. Cannon, Partner with McGrath North to Speak at The Knowledge Group’s Mastering the Fundamentals and Developments of ESOP Valuation

New York, NY, July 01, 2017 --( The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Joan M. Cannon, Partner with McGrath North will speak at The Knowledge Group’s webcast entitled: “Mastering the Fundamentals and Developments of ESOP Valuation.” This event is scheduled for August 16, 2017 from 3:00 pm to 5:00 pm (ET).

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About Joan M. Cannon

Although she’s been practicing law since 1981, Joan is just as passionate as ever about helping clients solve their employee benefits problems. She’ll say she loves ERISA and ESOPs – – and she means it.

Her employee benefits practice includes representation of employers and fiduciaries in both the private and public sectors in the design, drafting, implementation, maintenance and compliance of qualified retirement plans, executive compensation, non-qualified deferred compensation arrangements, stock plans and health and welfare plans. Joan provides both technical advice and practical administrative counsel for sponsoring employers, plan administrators and service providers.

About McGrath North

At McGrath North, we pride ourselves on offering clients a sophisticated, nationwide legal practice that reflects the integrity, personal attention and work ethic of a Midwestern firm. McGrath North was founded in Omaha in 1959, and has grown into one of the Midwest’s largest and most reputable firms. Our success is a direct result of the expertise we have developed while representing a broad client base, and where our focus is providing clients with practical advice and exceptional results. Our experience and proficiency have made McGrath North the firm of choice for clients in Nebraska, the Midwest and beyond.

In an effort to provide our clients with the best possible service, we have grown our firm to include a wide range of practice areas and industries. In addition, our attorneys coordinate efforts across practice areas to ensure that our clients receive the most practical and effective legal services. Our dedication to our clients has earned McGrath North firm-wide recognition from third party sources such as Best Lawyers® and Chambers USA. We are also proud to have forty (40) of our attorneys individually recognized by Best Lawyers® and thirty three (33) of our attorneys individually recognized by Super Lawyers.

We innovate, expand and adapt our services to meet our clients’ ever changing needs. We are proud of the firm that we have built, the clients that we serve and the results that we provide. Welcome to McGrath North.

Event Synopsis:

With the growing concern on DOL and IRS regulatory compliance, valuation plays a crucial role in the successful implementation, administration, and termination of employee stock ownership plans (ESOPs). Whether it is a business with an existing ESOP, or a business considering the plan, both should have a firm grasp of how the valuation process works.

In this live webcast, a panel of key thought leaders and ESOP professionals assembled by The Knowledge Group will go beyond the basics and key concepts of ESOP valuation and will help the audience determine whether an ESOP might be a good fit for their company.

The panel will also discuss, but not limited to:

• How Does an ESOP Work?
• Basic Valuation Process
• The Advantages and Disadvantages of ESOPs
• Tax Advantages from ESOP
• Methods and Current Trends.
• Fiduciary Internal Control Guidelines for ESOP valuations
• Common Mistakes Made During Valuation
• Preparing for and Responding to DOL audits
• Alternative Exit Strategies
• Criteria for Evaluating Alternatives

About The Knowledge Group /The Knowledge Congress Live Webcast Series

The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit:
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
Therese Lumbao, Director
Account Management & Member Services