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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.

Manchir will co-present a session on “Strategies for Achieving ESOP Sustainability” to discuss the complexities around the technical side of internal ESOP dynamics. Aspects of plan design, repurchase strategies which impact sustainability, and the concept of managing benefit levels will be a focus. Additionally, the session will cover the benefits and consequences, sometimes unintended, of each approach that companies should be aware of when developing an ESOP strategy.

Additional conference topics include:

  • The annual valuation process and what internal trustees should know
  • How to develop leadership at all levels
  • Basic communication: What do ESOP participants want to know?
  • Board composition in ESOP companies
  • Motivating employee owners
  • S-Corp ESOP valuations in light of 2017 Federal Tax Reform

To learn more or register, visit the conference website.

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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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