Show Original

Articles About Employee Stock Ownership Plans

ESOP Participants Treated as Related Persons for Deduction Deferral Purposes Under Section 267(a)(2)

Published: October 13th, 2017

Stephen R. Looney

Dean Mead ESOP attorney, Jay Van Heyde, and PCE partner, Will Stewart, presented an informative seminar to the ABC Central Florida Chapter on Sept. 12th. Their topic covered key benefits of creating an ESOP for founders and owners in the construction industry. View their full presentation video here.

Jay Van Heyde Speaks to Construction Companies about ESOPs

Published: October 2nd, 2018

Joseph “Jay” Van Heyde II

Dean Mead ESOP attorney, Jay Van Heyde, and PCE partner, Will Stewart, presented an informative seminar to the ABC Central Florida Chapter on Sept. 12th. Their topic covered key benefits of creating an ESOP for founders and owners in the construction industry. View their full presentation video here.

21 Dean Mead Attorneys Recognized as 2018 Florida Super Lawyers

Orlando, Fla. – Florida Super Lawyers recently announced that 21 Dean Mead attorneys have been named to the publication’s annual list of top-ranked lawyers including five attorneys who are selected as rising stars in Florida for 2018. The honorees are among a diverse list of the top attorneys, nominated by their own peers. No more […]

ESOP Participants Treated as Related Persons for Deduction Deferral Purposes Under Section 267(a)(2)

Published: October 13th, 2017

Stephen R. Looney

Section 267(a)(2) contains a matching rule which requires that deductions resulting from items of expense and interest may not be taken in an earlier taxable year from the one in which the payee includes such item is gross income if the payor and payee are “related persons” within the meaning of Section 267(b).  Accordingly, whether […]

15 Dean Mead Attorneys Recognized Among Orlando’s Best Lawyers®

Fifteen Dean Mead Orlando attorneys were recognized in the annual Best Lawyers® of 2017 list, recently published in Orlando Magazine, April, 2017 issue. In addition, David J. Akins was recognized as the 2017 Trusts and Estates “Lawyer of the Year” in Orlando and Marc D. Chapman was named the 2017 Litigation – Trusts and Estates “Lawyer […]

The Pros & Cons of ESOPs – Is This Succession Planning Tool for You?

Published: October 26th, 2016

Joseph “Jay” Van Heyde II

Many business owners who are at or nearing retirement age are facing the difficult task of developing a business succession plan in order to reap the benefits of years spent developing a successful business. Often times, there is no “next generation” to inherit or carry on the family business or no team of key management […]

2016 Employee Ownership Conference in Minneapolis This Spring

Published: February 10th, 2016

Joseph “Jay” Van Heyde II

Representatives from employee-owned companies (and companies seeking to learn about employee ownership) from across the nation and around the world will gather April 12-14, 2016 in downtown Minneapolis for the 2016 Employee Ownership Conference, hosted by the National Center for Employee Ownership (NCEO). More than 1,500 people will attend the conference which will be held […]

Jay Van Heyde Elected to ESOP Association’s New South Chapter’s Executive Committee

Published: January 18th, 2016

Joseph “Jay” Van Heyde II

Dean Mead shareholder, Joseph “Jay” Van Heyde II was elected to the 2016 ESOP Association’s New South Chapter’s Executive Committee. Mr. Van Heyde is a frequent presenter nationally on Employee Stock Owner Plans (ESOPs). He represents a wide variety of clients with respect to their tax qualified retirement plans, including ESOPs and 401(k) and defined benefit pension plans, non-qualified plans […]

Jay Van Heyde to Speak at NCEO Annual Conference

Published: April 20th, 2015

Joseph “Jay” Van Heyde II

Dean Mead shareholder, Joseph “Jay” Van Heyde II will be speaking in Denver, CO at the Annual Conference of the National Center for Employee Ownership (NCEO) on Thursday, April 23rd on the topic of “Assessing the Fairness of Warrants and Stock Appreciation Rights” in ESOP transactions and employee owned corporations. His presentation will focus on the fiduciary, […]