Katz and Vitucci on the ESOP Value Proposition


Brought to you by XPX New York Metro Chapter

An ESOP can provide significant benefits to shareholders, management and employees of a privately- owned businesses by creating wealth, stimulating employee engagement, increasing business liquidity, protecting income and assets, diversifying ownership and increasing overall corporate stability.

You’ll learn in the video below (slides here):

  • Insights on when businesses should consider an ESOP
  • How ESOPS can maximize economic and tax benefits compared to alternative options
  • The implementation of an ESOP
  • Valuation methods, repurchase liabilities and key players involved in ESOP transactions

Our Speakers:

John N. Vitucci, Principal & ESOP Practice Leader – PKF O’Connor Davies

John N. Vitucci has more than 30 years of experience working with Fortune 500 corporations & private business in all areas of employee benefits, executive compensation and ERISA. John is currently an Adjunct Professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. He is also an Adjunct Professor at Baruch College where he teaches Deferred Compensation in the Master of Science in Taxation Program.

Harvey Katz, Partner, Co-Chair Employee Benefits & Compensation Department – Fox Rothschild LLP

Harvey Katz represents clients in all aspects of pension, executive compensation and employee benefits law. He frequently represents employers, trustees and lenders in connection with employee stock ownership plans (ESOPs) on compliance, fiduciary and transaction matters as well as the use of ESOPs in connection with business acquisitions.

Updated: Apr 25, 2020

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