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Focus on Employee Stock Ownership Plans
Topical Editor for This Issue: Malcolm (Mike) R. Hartman

ESOP Financial Advisor Insights

Professional Practices with Regard to Private Equity Valuation Discounts and Premiums
Robert F. Reilly

Fairness Opinions in ESOP Transactions
Jeffrey S. Tarbell

Unique Factors Related to the Valuation of ESOP Stock
Malcolm R. Hartman

Assessing the Reasonableness of Retained Owner/Manager Compensation in ESOP Stock Purchase Analyses
Pamela J. Garland and Ashley L. Reilly

ESOP Trustee Insights

The Trustee's Duty to Monitor Sponsor Company Transactions
Marilyn H. Marchetti, Esq. and James E. Staruck, Esq.

Behind Open Doors: Corporate Governance with Emphasis on Implementing a Financial Plan Is Not a New Concept for ESOP Companies
John A. Kober, Esq.

Champlain Enterprises, Inc.—Court Emphasizes Importance of Fiduciary Procedural Protocol
Timothy J. Meinhart

ESOP Legislative and Regulatory Insights

Legislative and Regulatory Developments Affecting ESOPs in 2004
Laurence A. Goldberg, Esq.

Revenue Ruling 2004-4 Provides Guidelines to Classify Certain SESOP Transactions as "Listed Tax Shelters"
Craig A. Jacobson

Letter Ruling 200436015 Increases the Leveraged ESOP Contribution Deduction Limitation
William F. Murray

Estate Planning Insights

Estate Planning and Administration Procedures to Minimize the Risk of Probate Disputes
Peter J. Comodeca, Esq.

Competitive Industry Analysis Insights

Strategic and Competitive Industry Analysis: Valuations of U.S. Defense Contractors
Gregg S. Gaffen

Income Tax Valuation Insights

Valuation Guidance Regarding Conservation Easement Charitable Contribution Deductions
Robert F. Reilly and Robert P. Schweihs

About This Insights Issue/About the Editor

Professional Practices with Regard to Private Equity Valuation Discounts and Premiums

New Employees Join the Firm

The Handbook of Advanced Business Valuation Translation into Chinese

Book Review of The Handbook of Business Valuation and Intellectual Property Analysis
Edward B. Chansky, Esq.

Firm Promotion and Anniversary Announcements

Communiqué

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