Calli Turner
Subscribe to Calli Turner's Posts
Calli Turner focuses her practice on complex civil litigation. She has significant experience with the Employee Retirement Income Security Act of 1974 (ERISA), the Texas Trust Code and the Texas Beer Industry Fair Dealing Law. She has also worked on matters involving shareholder disputes, trademark infringement actions and claims for breach of fiduciary duty. Read Calli Turner's full bio.
A Matter of Trusts: Tenth Circuit to Decide Important ESOP Case
By Calli Turner and J. Christian Nemeth on Mar 8, 2018
Posted In Employee Benefits, Employee Stock Ownership Plans (ESOPs), Retirement Plans
The ESOP industry is paying close attention to a Tenth Circuit appeal that will address the deferral of corporate deductions for certain accrued expenses payable to ESOP-participating employees. This appeal, which pertains to an underlying tax court opinion, Petersen v. Commissioner of Internal Revenue (decided June 13, 2017), is critically important to certain ESOP-owned S...
Continue Reading
