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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.

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.

About Katz, Sapper & Miller
KSM is a nationally recognized consulting, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges.

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