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ESOP

KSM to Discuss Lease Accounting and ESOPs at American Trucking Associations' (ATA) NAFC Annual Conference

Posted 7:37 PM by
KSM professionals will participate in the upcoming 2019 American Trucking Associations' (ATA) NAFC Annual Conference. Taking place June 10-12 in Indianapolis, IN, t­he conference provides educational and informative sessions to discuss current financial issues facing the trucking industry with the goal of delivering practical solutions.
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Partial ESOP Ownership as an Exit Strategy

Posted 1:15 PM by
According to the National Center for Employee Ownership (NCEO), the United States has over 6,600 Employee Stock Ownership Plans (ESOPs) with nearly $1.4 trillion in total assets. While ESOP companies are not required to report ownership percentages, the NCEO estimates that only 30% to 40% of those ESOPs are 100% employee-owned.
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Business Succession Planning: An ESOP Case Study

Posted 7:40 PM by
The baby boomer generation is retiring at a record pace and business owners are looking for succession planning options that can help them transition their business to new ownership. Employee Stock Ownership Plans (ESOPs) represent a compelling succession planning alternative.
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Manchir to Discuss Sustainability and ESOP Repurchase Obligations at NCEO’s Employee Ownership Conference

Posted 5:56 PM by
Katz, Sapper & Miller’s Andy Manchir, director in the firm’s ESOP and Valuation Services Groups, will present at the National Center for Employee Ownership (NCEO) 2019 Employee Ownership Conference. Taking place April 9-11 in Pittsburgh, PA, the annual conference is the nation’s premier ESOP event to share knowledge, network with peers, and discuss concerns and opportunities impacting the ESOP community.
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Flinchum to Discuss ESOP Accounting and Tax at 2019 Annual ESOP Conference

Posted 2:15 PM by
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.
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Unique Tax Deferral Opportunity With an ESOP Sale

Posted 3:00 PM by
Under a specific set of facts, a C corporation sale to an ESOP may be able to utilize the tax provision benefits of combining Section 1202 of the Internal Revenue Code of 1986, as amended (the “Code”) and Code Section 1042. If those facts are present, a seller of stock in a leveraged ESOP transaction may be able to receive some proceeds tax-free while deferring the remaining tax on the sale.
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Manchir to Discuss ESOP Sustainability at 2018 Las Vegas ESOP Conference

Posted 2:30 PM by
Katz, Sapper & Miller’s Andy Manchir, director and co-chair of the firm’s ESOP Services Group, will present at the ESOP Association’s 2018 Las Vegas Conference & Trade Show. Taking place Nov. 8-9, the conference is the largest of its kind that is geared towards providing insight and discussion on the many facets of employee ownership. The event will feature more than 60 educational sessions, a trade show highlighting a variety of professional services, and provide many networking opportunities.
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Quality of Earnings Engagements Provide Confidence in ESOP Transactions

Posted 12:30 PM by
When an owner decides to sell his or her company to an Employee Stock Ownership Plan (ESOP) trust, one of the most impactful factors in the transaction is the company’s value. The ESOP trustee establishes the company’s value, which affects the total transaction price. It is vital that the price is as close to the company’s actual value as possible so the seller is compensated appropriately and the participants of the ESOP are not overpaying for the company.
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Manchir to Discuss ESOP Feasibility at Great Lakes Regional ESOP Conference

Posted 6:47 PM by
Andy Manchir, director in Katz, Sapper & Miller’s ESOP Services Group, will present at the 4th Annual Great Lakes Regional ESOP Conference. Taking place on Oct. 18-19 in Sandusky, Ohio, the conference will bring together the Indiana, Michigan, and Ohio/Kentucky chapters to discuss current topics pertinent to the ESOP community.
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Manchir to Speak on ESOP Sustainability at Multi-State Conference

Posted 12:15 PM by
Katz, Sapper & Miller’s Andy Manchir will present at The ESOP Association’s 23rd Annual Multi-State Conference. Taking place Sept. 11-13, 2018 in Hershey, PA, the conference will bring together members in the Pennsylvania/Delaware and New York/New Jersey Chapters to discuss ESOP governance from cultural, communication, and technical viewpoints.
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