Article from Attorney Charles C. Shulman on the Strategy of ESOP Buyouts for Private Companies

ESOPs can prove an effective strategy for owners of privately held businesses looking for a tax-effective means of selling their business particularly in times of a slow economy.

Form Designated for Reporting Separated Vesteds

Announcement 2011-21 designates Form 8955-SSA to be used in satisfying the reporting requirements of Section 6057(a) for plan years beginning on or after January 1, 2009.

Guidance on Corporate Bond Rates

Notice 2011-22 provides guidance on the corporate bond weighted average interest rate and the permissible range of interest rates specified under Section 412(b)(5)(B)(ii)(II) as in effect for plan years beginning before 2008.

Fundamentals of Employee Benefits

This soups to nuts seminar sponsored by the American Law Instiute-American Bar Association can be accessed either via webcast or in person in Philadelphia. The program will be held from April 6-8, 2011.   Link

Handout for IRS Technical Guidance Telephone Forum

Handout from the IRS’ technical guidance phone forum.

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