ESOPTransactions

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.

Insights

INSIGHT

Understanding ESOPs: Smooth Transitions with Tax Benefits for Companies and Their Owners

2018

On January 10, 2018, Denny Summers presented on: Who Should Consider an ESOP? Business owners thinking of selling should consider the tax…

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INSIGHT

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

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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INSIGHT

Your SPD Must Be Restated Every Five Years

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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INSIGHT

Taylor English Joins the VirtualBoard as the Legal Education Sponsor

2020

Taylor English Duma LLP is pleased to announce that it has joined the Atlanta VirtualBoard as its Legal Education Sponsor. Taylor English…

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INSIGHT

Five Attorneys Join Taylor English Duma, LLP

2021

Leaders at Taylor English Duma, LLP today announced the addition of five attorneys to the company’s growing team. Gail Golman Holtzman…

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INSIGHT

Updated March 30, 2020 – CARES Act EIDL Loans and Emergency Grants

2020

CARES ACT EIDL LOANS AND EMERGENCY GRANTS Under the approved CARES Act, many small businesses are now able to obtain Section 7(a) SBA…

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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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