Speaking at the ESOP Association California and Western States Chapter Conference
October 12, 2017 | San Diego
Kevin Long spoke on the Legislative and Regulatory Update panel at the ESOP Association’s California and Western States Chapter Conference. Sheryl Bayani-Alzona spoke on Dealing with IRS Audits and DOL Investigations. Wendy Gilligan moderated a round table discussion on “Trustees: Internal vs. External. What has Worked for You?” For further information on the conference, please click here https://www.esopassociation.org/chapters/california-western-states or contact our office.
Sponsoring the ProVisors Tournament
August 28, 2017 | La Rinconada Country Club
Employee Benefits Law Group PC was proud to sponsor the 2017 ProVisors Bay Area Golf and Bocce Ball Tournament. This event was a great opportunity for us to spread the word about our new name and brand (check out that banner logo!) but also to meet and strengthen relationships with professional advisors who can provide valuable services to our clients when they need them. We’re looking forward to the 2018 tournament!
Presenting An Introduction to ESOPs
August 3, 2017 | Professional Advisors Forum, Sacramento
Wendy Gilligan presented “An Introduction to ESOPs” to the Professional Advisors Forum event hosted by Olympus Tax on August 3rd. Geared toward professional services providers, the group learned about the ESOP basics, what makes a company a good ESOP candidate and what are our “ESOP Stoppers” – company characteristics that make an ESOP not the right solution.
Wendy Gilligan Promoted to Shareholder
August 1, 2017
Employee Benefits Law Group PC is pleased to announce the promotion of Wendy Gilligan to shareholder. Wendy joined the firm in 2012 and works in our Folsom office. She concentrates her practice on ESOP transactions and employee benefits issues in non-ESOP mergers and acquisitions. She also helps clients with qualified retirement plans and non-qualified deferred compensation plans, including 401(k) plans, restricted stock plans, phantom stock plans and stock appreciation rights (SARs) plans. Wendy earned her J.D. from the University of California, Davis and her LL.M. in taxation from the University of Alabama.
Providing an Update at the Fresno Chapter Meeting of National Institute of Pension Administrators (NIPA)
June 29, 2017 | Ramada Inn, 324 East Shaw, Fresno, CA
Speaking at the Capital Forum on Pensions 2017
May 24, 2017 | Arden Hills Resort Club & Spa, 1220 Arden Hills Lane, Sacramento, CA
Marcel Weiland spoke on a panel titled “Ethics in a World of Fake News.” The conference was co-sponsored by the Sacramento chapters of the Western Pension & Benefits Conference and the National Institute of Pension Administrators. Here is a link for more information: http://www.wpbcsacramento.org/event-2360635
Kevin Long Joins NCEO Board
National Center for Employee Ownership
April 2017 – Kevin Long has been elected to the Board of Directors of the National Center for Employee Ownership. NCEO is the nonprofit membership and research organization established in 1981 that is the nation’s #1 resources for objective, and reliable information on employee stock ownership plans, equity compensation plans, and ownership culture. Employee Benefits Law Group PC has been a long-time NCEO member, national conference sponsor and source of contributing authorship for its publications and programs. With over 3,000 members, NCEO provides ESOP companies and service providers with access to employee ownership resources and ESOP consulting. Perhaps the most important resource being the knowledge and experience of other members. We are proud to support Kevin as he takes on this new challenge. Visit NCEO’s website at www.nceo.org.