Thomas Kalajian, CRTP, CVA, ABAR

ESOP Information

29 CFR 2510.3-18 Department of Labor Proposed Regulation on Adequate Considerationoriginal document of the DOL (approx 9 Mb file) Download PDF File

How Competent Valuations Protect ESOP Trustees From Breach of Fiduciary Duty, An insight into the key elements required in competent valuation reports to protect the interests of ESOP trustees from breach of fiduciary duty, 2 pages, 11×17 format Download PDF File

National Employer Savings and Trust Equity Guarantee Act of 2003 (NEST)Joint Committee on Taxation, September 17, 2003, 24 pages Download PDF File