Sheryl C. Bayani-Alzona concentrates her practice on ESOP consultation, operations and documentation. She advises companies, shareholders, internal and independent trustees on all aspects of ESOP transactions and compliance. She brings to her law practice 11 years of experience as a consultant and administrator of ESOPs, pension and 401(k) plans. She has a comprehensive understanding of her clients' needs which allows her to anticipate issues that may arise from plan design and document language, and to formulate creative solutions for ESOPs and other individually designed plans.

Education

University of West Los Angeles: J.D., 2010

St. Scholastica's College Manila, Philippines: B.A. Mass Communication, 1994

Sheryl is a board member of the Los Angeles Chapter of the Western Pension and Benefits Council, a member of the ESOP Association and National Center of Employee Ownership. 

Expertise

One of Sheryl's strengths is her ability to explain the complex ESOP and ERISA rules to her clients in plain day-to-day language. Sheryl travels all over the country to participate in and attend the various conferences centered on ESOPs and Employee Benefit Plans. Because of her experience and participation in the various ESOP and Employee Benefits Conferences, she can offer invaluable insight into what is really going on in the ESOP and Employee Benefits arena, benefiting her clients by being able to advise them on what works and doesn't work for other ESOP companies and plan sponsors.

Sheryl represents clients who are under Internal Revenue Service (IRS) audits and Department of Labor (DOL) investigations. She coordinates with third-party administrators, CPAs and attorneys to ensure the efficiency and accuracy of responses to the IRS and/or the DOL to minimize liability for income and excise taxes, interest and penalties.