Shareholder/ President/ Employee Benefits Law Group PC
Over the last 25 years, Kevin has helped guide over 400 ESOPs and ESOP companies to success, from setting up new ESOPs to taking over underserved ESOPs that were ready to thrive at the next level. They represent the spectrum of publicly traded corporations and privately held companies, from professional firms and banks, to manufacturers and retailers. Kevin began his tax career as an attorney in the San Francisco office of the nation's largest public accounting firm. He is a member of and a frequent contributing speaker and author in the area of ESOPs for the National Center For Employee Ownership (NCEO) and The ESOP Association. He authored the accreditation course materials on ESOPs for the American Society Of Pension Professionals and Actuaries (ASPPA), the National Institute Of Pension Administrators (NIPA) and teaches coursework on ESOPs for the California CPA (CalCPA) Educational Foundation. Expert in both stage 1 Feasibility Study and stage 2 Due Diligence.
Employee Benefits Law Group PC
Qualified Retirement Plan