The ESOP Association’s Indiana Chapter 2019 Annual ESOP Conference

Date:March 6, 2019 
Location: Ritz Charles
12156 N. Meridian Street
Carmel, IN 46032

Mark Flinchum, partner-in-charge of Katz, Sapper & Miller’s ESOP Services Group, will present at The ESOP Association’s Indiana Chapter 2019 Annual ESOP Conference. Taking place March 6 in Carmel, IN, the conference brings together professionals from the employee stock ownership plan (ESOP) community for networking and education about top issues facing today’s ESOP stakeholders.

Flinchum will co-present a session titled “Accounting and Tax Topics Related to an ESOP Company,” which will discuss basic accounting and tax issues for an ESOP, including the correct GAAP treatment of a leveraged ESOP transaction and how it impacts tax reporting. The session will also help ESOP officers and their advisors understand the accounting and tax treatment of ongoing ESOP activities, such as contributions and distributions, and how financials connect to a tax return.

Additional conference topics include:

  • Fundamentals of ESOP Repurchase Obligations
  • Legal Challenges for ESOPs
  • Building and Maintaining an ESOP Communications Committee
  • Communicating Value Drivers and Creating an Effective Ownership Culture
  • Understanding ESOP Distributions 
  • Corporate Governance in an ESOP Company

To learn more or register, visit the conference website.