The Knowledge Group
The Knowledge Group

David R. Johanson, Partner with Hawkins Parnell Thackston & Young LLP to Speak at TKG's Mastering the Fundamentals and Developments of ESOP Valuation Event

New York, NY, July 11, 2017 --( The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that David R. Johanson, Partner with Hawkins Parnell Thackston & Young LLP 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 David R. Johanson

David R. Johanson is a senior partner at Hawkins Parnell Thackston & Young LLP with offices in Los Angeles, Napa, San Francisco, New York, and Dallas to cover his national client base. He has a team of more than 20 partners, associates, and paralegals that assist clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on executive compensation, equity incentive plans, non-qualified deferred compensation, employee stock ownership plans (ESOPs), ESOP transactions, mergers and acquisitions (and related tax planning), and business succession planning. David has defended ERISA and corporate fiduciaries, plan sponsors, selling shareholders, and investment advisers in ERISA and other fiduciary litigation involving ESOPs and business transactions in federal and state courts throughout the country in a wide range of controversies, including ERISA and corporate fiduciary responsibilities, ESOP valuation disputes, company stock, shareholder disputes, disclosure obligations, investment issues, securities matters, corporate governance disputes, non-competition disputes, and tax matters. David has extensive experience in negotiating ESOP, ERISA, and other issues with government regulatory agencies and in representing corporate and ERISA fiduciaries and members of Boards of Directors and officers in state and federal litigation throughout the country.

About Hawkins Parnell Thackston & Young LLP
Over the last half century, Hawkins Parnell Thackston & Young LLP has grown to include more than 160 lawyers in 10 offices across the country. The team represents many of America’s largest corporations, small local businesses, and individuals in complex litigation and transactions. As national leaders in their fields of expertise, their ESOP, Employee Benefits, M&A, Tax & ERISA group brings extraordinary depth in perspective when advising clients in connection with retirement plans, equity incentives, executive compensation, shareholder issues, fiduciaries, mergers and acquisitions, and employment and benefits litigation throughout the country.

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
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Therese Lumbao, Director
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