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Hilton to Present at Upcoming ESOP Association Conferences

Posted 2:36 AM by


 

Katz, Sapper & Miller’s Robert Hilton will present at two upcoming ESOP Association conferences, 21st Annual Multi-State ESOP Conference and New England Chapter’s 2016 Annual Fall Conference.

Hilton will co-present on the topic of “ESOP Valuation Basics” at the 21st Annual Multi-State ESOP Conference, taking place Sept. 14-15 at Mohegan Sun Resort in Wilkes-Barre, PA. The presentation will cover an understanding of the annual valuation process and steps that an internal trustee may go through to assess and review. 

Additionally, Hilton will co-present on the topic of “Second Stage ESOP Transactions” at the New England Chapter’s 2016 Annual Fall Conference, taking place Oct. 6-7 at Marriott Sable Oaks in Portland, ME. The presentation will review a variety of topics including:

  • Common definitions, differences with first stage transactions, and a typical structure
  • Valuation issues such as minority ownership and premiums and discounts
  • Concerns from multiple parties (board of directors, trustees, etc.) regarding changes in internal controls
  • Insights into financing considerations

Hilton, who is a director in the firm's Valuation and ESOP Services Groups, is a frequent speaker at conferences related to ESOPs.

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As one of the top 60 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax, and consulting services. We are consistently named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. Learn more

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