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Taking Stock of the ESOP Option: 9 Ways to Assess if an ESOP Is Right for Your Company

Posted 1:05 PM by
There are many angles and factors to consider when determining if an Employee Stock Ownership Plan (ESOP) is a company’s best option. Many leaders understand their employees might be their best succession plan, but they can lack the detailed knowledge to begin the process of determining if an ESOP is a feasible choice.
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Massella Moderates Investor Panel at Long Island Capital Alliance’s Technology Capital Forum

Posted 1:19 PM by
Corey Massella, Katz, Sapper & Miller’s New York office leader, will moderate an investor panel at Long Island Capital Alliance’s (LICA) Sept. 16 event, “Technology Capital Forum.”
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2016 Indiana Manufacturing Survey Results to Be Unveiled Oct. 19

Posted 6:00 PM by
In the 2015 Indiana Manufacturing Survey: Back to Uncertainty, it was clear that the post-recession bounce had cooled … and so had manufacturing sentiment. Based on preliminary analysis of the 2016 Indiana Manufacturing Survey results, it appears that regulatory burdens and the shortage of skilled workers continue to be top concerns for Hoosier manufacturers.
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Standards Update: 8/22/16

Posted 12:33 PM by
In November 2011, the Financial Accounting Standards Board (FASB) added a project to its agenda focusing on the financial reporting of not-for-profit (NFP) entities. The objectives of this project focused on improving net asset classification requirements and the information provided in the financial statements and notes about liquidity, financial performance and cash flows.
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KSM’s Mike North to Moderate Panel at Kelley School Private Equity Conference

Posted 4:00 AM by
Mike North, a partner in Katz, Sapper & Miller's Transaction Services Group, will moderate a panel discussion at the inaugural Kelley School Private Equity Conference on Sept. 8 at the Conrad Indianapolis.
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New IRS Rules Would Eliminate Valuation Discounts for Family-Owned Entities

Posted 12:46 PM by
On Aug. 2, 2016, the Internal Revenue Service (IRS) released controversial proposed regulations under Section 2704 of the Internal Revenue Code. These proposed regulations are designed to eliminate minority/marketability discounts for family-owned entities for gift, estate and generation-skipping transfer tax purposes. These entities include operating businesses, as well as investment entities.
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Culp Provides Insights on CNBC’s “5 Ways States Are Luring Small Business”

Posted 2:23 PM by
In a recent CNBC article, Katie Culp, president of KSM Location Advisors (KSMLA), offered insight into the current national incentives climate and why some states are more attractive for businesses than others.
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KSM’s Beth Scott to Host GVMA Webinar Series

Posted 4:00 AM by
Katz, Sapper & Miller’s Beth Scott, a director in the firm’s Veterinary Services Group and CPA for the Georgia Veterinary Medical Association (GVMA), will host a series of interactive webinars on best practices for business management in the veterinary industry.
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Culp Discusses Lechleiter, Holcomb, McCorkle on Recent INsiders Panel

Posted 4:00 AM by
Katie Culp, president of KSM Location Advisors, joined Stephen Reynolds, partner at Ice Miller LLP, and Matt Will, University of Indianapolis associate professor of finance, on last week’s Inside INdiana Business’ INsiders panel.
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Garth Brazelton to Speak at the 2016 Indiana Tax Conference

Posted 4:00 AM by
The 2016 Indiana Tax Conference, hosted by the Indiana Chamber of Commerce, will be held Aug. 11 at the Hyatt Regency Indianapolis. The all-day event will include notable speakers from local firms, including KSM Location Advisors’ COO, Garth Brazelton.
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