Erin Turley, University of Dallas (B.A. 1989), Texas Tech University School of Law (J.D. 1994), Georgetown University Law Center (LL.M. 1996); member, Dallas and Texas Bar. Past Chairman, ABA Tax Section, ESOP Subcommittee. Member, Valuation Advisory Committee, The ESOP Association. Member, Board of Directors, Southwest Chapter of The ESOP Association.
Bloomberg Tax Management Portfolios
ESOPs (Portfolio 354)
ESOPs describes the federal income tax consequences of establishing and maintaining an Employee Stock Ownership Plan (ESOP) under §401(a) and a leveraged ESOP under §409 and 4975.