Landmark ESOP Ruling: Inside the Walsh v. Bowers Case with the DOL

BVResearch Pro
Training Event Transcripts
November 2, 2021
Ian C. Rusk, ASA, CM&AA
Kenneth J. Pia, CPA, ABV, ASA, MCBA
ESOP valuations
case law analysis, expert testimony, valuation standards, employee stock ownership plan (ESOP), Department of Labor

Summary

Join experts Ken Pia and Ian Rusk for a deep dive into the recent ESOP case decision involving the Department of Labor, a Hawaii-based ESOP company (Bowers & Kubota), the ESOP’s trustee, and selling shareholders. Many key valuation issues and standards were addressed through expert testimony and later in the district court’s decision. The expert witnesses for the defense will walk the participants through each phase of the case through the trial and court’s decision. If you do any employee stock ownership plan work, this is a must-attend event.
Landmark ESOP Ruling: Inside the Walsh v. Bowers Case with the DOL
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