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Taylor Wessing | Germany | 22 Nov 2023
Q&A on the ZuFinG
Last Friday, 17 November 2023, the German Bundestag passed the so-called Future Financing Act (Zukunftsfinanzierungsgesetz,"ZuFinG"). The law…
Levenfeld Pearlstein LLC | USA | 25 Oct 2023
IRS Clarifies Its Current Focus on ESOP Plans
The Internal Revenue Service (IRS) recently sought to alleviate concerns regarding efforts to crack down on employee-owned benefit plans. In August…
Taylor Wessing | Germany | 5 Oct 2023
Future Financing Act: Improved Conditions for the Tax Treatment of ESOPs - an update on the government draft (Regierungsentwurf)
In mid-April, the draft bill on the Future Financing Act (Referentenentwurf für das Zukunftsfinanzierungsgesetz - RefE-ZuFinG) was published. We had…
Meadows Collier Reed Cousins Crouch & Ungerman LLP | USA | 14 Aug 2023
Another New IRS Audit Target: Employee Stock Ownership Plans (ESOPs)
In an August 9th announcement, the IRS said it has identified compliance issues for Employee Stock Ownership Plans (ESOPs). This is on the heels of…
Levenfeld Pearlstein LLC | USA | 28 Jun 2023
ESOP Industry Insider Series: A Conversation with ESOP Expert Kelly Finnell
Partner David Solomon recently sat down with ESOP industry expert Kelly Finnell for a one-on-one conversation as part of LP’s ESOP Insider Series. In…
Levenfeld Pearlstein LLC | USA | 23 May 2023
ESOP Board of Director Responsibilities in the Face of Economic Headwinds
With rising interest rates, elevated inflation, and ongoing market uncertainty, many boards of directors have questions about how to best satisfy…
Levenfeld Pearlstein LLC | USA | 22 Feb 2023
How the Secure Act 2.0 Affects ESOPs, 401(k)s, and Other Retirement Plans
The Secure Act 2.0 of 2022, enacted in the closing days of 2022, makes a substantial number of changes to tax-qualified retirement plans, most of…
Snell & Wilmer LLP | USA | 21 Feb 2023
Tenth Circuit Allows ERISA Arbitration, So Long As There are No Limitations in Remedies
On February 9, 2023, the U.S. Court of Appeals for the Tenth Circuit refused to enforce an arbitration clause contained in an…
King & Wood Mallesons | China | 28 Dec 2022
国有企业员工跟投初探
近年来，随着党中央和国务院国有资产监督管理委员会（以下简称国务院国资委）不断深入实施国企改革，改革进程不断加快，改革进入新阶段…
Bradley Arant Boult Cummings LLP | USA | 21 Nov 2022
DOD Issues Guidance for ESOP Pilot Program
On November 8, 2022, the Department of Defense (DOD) issued a memorandum that provides details on a pilot program that allows government contractors…
