ROCHESTER, NY, March 30, 2021 – Paul S. Fusco of SES ESOP Strategies spoke at the New York/New Jersey Chapter of The ESOP Association’s Virtual Spring Conference. The event was held March 23, 2021.
Mr. Fusco was a panelist for an “Ask the Experts” session. The panelists provided a variety of information geared to companies with or seeking to implement employee stock ownership plans (ESOPs).
Mr. Fusco advises corporations, shareholders, directors and employee stock ownership plan (ESOP) trustees on a wide variety of ESOP-related issues, both transactional and non-transactional. His transactional experience includes representing corporations, shareholders, trustees and lenders in ESOP transactions, including stock purchases, leveraged buyouts, mergers, acquisitions and corporate reorganizations.
Mr. Fusco’s non-transactional ESOP experience includes advising ESOP companies with regard to corporate governance, succession planning, ESOP plan design and compliance, and ERISA fiduciary issues. In addition, he has represented clients in IRS and U.S. Department of Labor plan audits, as well as in the various corrections and voluntary compliance programs offered through these agencies.
He has a J.D., cum laude, from the State University of New York at Buffalo Law School and a B.A. in Economics, summa cum laude, from the State University of New York at Albany.
Paul S. Fusco