Our team of ESOP, tax, benefits and succession planning attorneys negotiates on behalf of owners, trustees, lenders and shareholders, and can quarterback transactions from conception to implementation.

We advise business owners, ESOP trustees, financial advisers, minority shareholders and investors in:

  • ESOP conversions
  • ESOPs in ownership succession transactions
  • Sale of ESOP companies
  • Mergers and acquisitions
  • Fairness opinions
  • Due diligence
  • Closing documentation

This comprehensive advice enables business owners to evaluate and compare the tax and other benefits of an ESOP sale to a traditional sale to a strategic buyer or a private equity fund.



IRS Extends the Deadline for Amendments Related to the SECURE, CARES and MINERS Acts

August 24th, 2022

On August 3, 2022, the IRS issued Notice 2022-33 that extends the deadline for amending qualified retirement plans (including collective…

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Your SPD Must Be Restated Every Five Years

July 21st, 2022

ERISA requires an employer that maintains employee benefit plans (such as 401k plans, employee stock ownership plans, and health and…

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About Taylor English

Taylor English Duma LLP was built from the ground up to provide highest-quality legal services for optimal value. The firm combines the best aspects of a traditional law firm with seasoned attorneys throughout the United States. Together, our attorneys work each day to provide timely, creative, and cost-effective counsel to help clients solve problems and achieve goals. Taylor English clients run the gamut from Fortune 500 companies to middle market businesses to start ups and entrepreneurs. The firm is the Georgia law firm member of GGI Global Alliance AG, the leading worldwide alliance of accounting and law firms, giving our clients access to a trusted stable of high-quality professional services organizations around the globe.

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