"The ESOP buyout needs to be designed so that it doesn't overburden the company.  You have to be sure - absolutely certain - that the terms, conditions and covenants, representations and warranties, are all something that everyone can live with for a long time."
- Kevin G. Long
Kevin G. Long
Shareholder
 
Phone:408.467.3860
Fax:408.437.1201
Email:kgl@seethebenefits.com

Kevin is certified as a Taxation Law Specialist by the California State Bar Board Of Legal Specialization - one of only some 350 tax specialists out of over 179,000 active California lawyers. His practice focuses on all facets of ESOPs including corporate succession planning, mature ESOPs, fiduciary representation and DOL/IRS defense, as well as all aspects of related nonqualified and equity deferred compensation planning for ESOP companies. Over the last 27 years, he has helped guide over 260 ESOPs and ESOP companies to success, representing the spectrum of publicly traded corporations and privately held companies, from professional firms and banks, to manufacturers and retailers. Kevin began his tax career as an attorney in the San Francisco office of the nation's largest public accounting firm. He is a member of and a frequent contributing speaker and author in the area of ESOPs for the National Center For Employee Ownership (NCEO) and The ESOP Association. He authored the accreditation course materials on ESOPs for the American Society Of Pension Professionals and Actuaries (ASPPA) and teaches coursework on ESOPs for the California CPA (CalCPA) Educational Foundation.

He is a fellow of the American College Of Employee Benefits Counsel, which recognizes significant contributions to the advancement of the employee benefits field, and was selected by his peers for inclusion in the registry of "The Best Lawyers In America"® and in the publication "Super Lawyers"®.

He is admitted to practice in California.

Education

  • University of San Francisco School of Law: J.D., 1984
  • U.C. Santa Barbara: B.A., Philosophy and Political Science, 1980

Areas of Expertise

Kevin is certified as a Taxation Law Specialist by the California State Bar Board Of Legal Specialization - one of only some 350 tax specialists out of over 179,000 active California lawyers. His practice focuses on all facets of ESOPs including corporate succession planning, mature ESOPs, fiduciary representation and DOL/IRS defense, as well as all aspects of related nonqualified and equity deferred compensation planning for ESOP companies. Over the last 27 years, he has helped guide over 260 ESOPs and ESOP companies to success, representing the spectrum of publicly traded corporations and privately held companies, from professional firms and banks, to manufacturers and retailers. Kevin began his tax career as an attorney in the San Francisco office of the nation's largest public accounting firm. He is a member of and a frequent contributing speaker and author in the area of ESOPs for the National Center For Employee Ownership (NCEO) and The ESOP Association. He authored the accreditation course materials on ESOPs for the American Society Of Pension Professionals and Actuaries (ASPPA) and teaches coursework on ESOPs for the California CPA (CalCPA) Educational Foundation.

He is a fellow of the American College Of Employee Benefits Counsel, which recognizes significant contributions to the advancement of the employee benefits field, and was selected by his peers for inclusion in the registry of "The Best Lawyers In America"® and in the publication "Super Lawyers"®.

He is admitted to practice in California.

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