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Sheryl Bayani-Alzona

Home > Resources > Authored by 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

November 18, 2019

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 themselves in what is known as a "have and have-nots" ...
[Read more] about ESOP Releveraging – Getting Stock To The “Have Nots”

ESOP

ESOP

July 11, 2019

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 Basics. Part 2 discusses how to determine if an ESOP ...
[Read more] about ESOP Planning: How Many Shares Should The Owner Sell

ESOP ESOP,  ESOP Attorney,  ESOP Lawyer

Retirement Plans

April 10, 2018

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 Employee Retirement Income Security Act ...
[Read more] about ESOP Distribution: Court Decided Validity

Retirement Plans Blog

ESOP

June 15, 2017

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 our 4-part primer looks at some of the options, ...
[Read more] about Understanding ESOPs: How To Determine If An Employee Stock Ownership Plan Is Right For You

ESOP Blog

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