Tim Lee Speaking at 2014 ESOP Association Annual Conference

Timothy R. Lee, ASA, managing director, is participating on the panel discussion, “When the Call or Letter Arrives – DOL/IRS Investigations,” at the upcoming 37th Annual Conference of the ESOP Association  on May 9, 2014 in Washington, D.C.

This session will provide guidance on what to expect and how to respond to a DOL request for information and follow-up investigation; from an IRS audit and request for information; and amendments from IRS agents in the determination letter process. Opportunity will be provided to the presenters and audience members to share recent experiences with the DOL and IRS. Julie A. Govreau, Drinker Biddle & Reath will serve as the moderator and Brian D. Hector, Morgan, Lewis & Bockius LLP is also a panelist.

Information about the conference can be found here.

Each year, Mercer Capital assists scores of companies and financial institutions with annual ESOP valuations, as well as with ESOP installation advisory, disputes, and fairness opinions.

Mercer Capital understands ESOPs because we are an ESOP-owned firm. We provide annual appraisals for ESOP trustees, as well as fairness opinions and other valuation-related services for ESOP companies and financial institutions.

For more information about our ESOP services, click here.