The ESOP Association/Great Lakes Regional Conference

Date:October 7-8, 2015
Location: Kalahari Resort & Convention Center
7000 Kalahari Drive
Sandusky, OH 44870

The ESOP Association is the largest employer-sponsored advocacy and education association focused on retirement savings in America, with 18 local chapters, serving approximately 2,800 employee stock ownership plan (ESOP) companies, professionals with a commitment to ESOPs and companies considering the implementation of an ESOP.

Mark Flinchum of KSM's ESOP Services Group will co-present a session at the upcoming conference entitled, "Accounting and Tax Issues with an ESOP." Topics to be covered include: 

  • The correct GAAP (Generally Accepted Accounting Principles) treatment of a leveraged ESOP transaction and how it impacts tax reporting

  • Helping ESOP officers and their advisors understand the accounting and tax treatment of ongoing ESOP activities such as contributions and distributions

  • Connecting the financials with the tax return

KSM is an event sponsor.

For more information or to register, visit the conference website.