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Employee Benefits Law Group

Employee Benefits Law Group

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Home > Resources > Authored by Sheryl Bayani-Alzona

Sheryl Bayani-Alzona

About Sheryl Bayani-Alzona

Sheryl guides her clients throughout the life of an ESOP, from the initial transaction and ongoing compliance and sustainability, through plan termination. Her clients rely on her when they are considering a liquidity event, a business succession plan, a plan to share equity with their employees, or as the first line of defense in the event of a DOL or IRS inquiry.
Learn More About Sheryl

ESOP Podcast

Two Truths and a Lie

In this podcast episode, Senior Attorney Sheryl Bayani-Alzona discusses ESOP transactions and how they are funded. Transcript Speaking of Benefits, this is Sheryl Bayani-Alzona. In this episode, we are going to talk about three things ...
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ESOP Podcast

ESOP Releveraging – Getting Stock To The “Have Nots”

In this podcast we're going to talk about the advantages and considerations to ESOP releveraging, one solution for getting stock to new employees. Transcript Speaking of benefits, this is Sheryl Bayani Alzona. For ESOPs that find ...
[Read more] about ESOP Releveraging – Getting Stock To The “Have Nots”

ESOP

ESOP Planning: How Many Shares Should The Owner Sell

Figuring out how many shares to sell to the ESOP is a fundamental decision part of the planning process. In the final installment of our 4-part series, we look at some of the factors in play when making that calculation. In Part 1 we look at ESOP ...
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Retirement Plans

ESOP Distribution: Court Decided Validity

Two questions were at the heart of an retirement plan court case involving an ESOP distribution that was decided in 2018: When is a retirement plan distribution a distribution?Is a retirement plan distribution subject to state law or the federal ...
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ESOP

Understanding ESOPs: How To Determine If An Employee Stock Ownership Plan Is Right For You

An Employee Stock Ownership Plan (ESOP) offer compelling advantages for business owners, companies and their employees. Out of all the business planning options out there, they stand out because of their flexibility. This second installment of ...
[Read more] about Understanding ESOPs: How To Determine If An Employee Stock Ownership Plan Is Right For You

Recent ESOP Posts

Selling an ESOP Company

The Top 5 “Speed Bumps” When Terminating an ESOP

What Can an ESOP Invest in Other Than Company Stock?

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