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October Is Employee Ownership Month

Posted 6:45 PM by
For most of the country, autumn brings a welcome change from the heat of the summer. The leaves become a colorful tapestry of fall colors, warm days lead to cooler evenings, and football is on everyone’s minds. There’s a lot to love about October, but some businesses have an additional reason to celebrate: October is Employee Ownership Month.
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Podcast: ESOPs - Are They Right for Your Business?

Posted 6:00 PM by
Mark Flinchum and Andy Manchir of Katz, Sapper & Miller’s ESOP Services Group join host Ed Mysogland on the "Defenders of Business Value" podcast to discuss ESOPs - Are They Right for Your Business? The episode explores the steps taken when a company considers ESOP formation, from the initial decision process to potential tax benefits and how an ESOP benefits employees.
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Flinchum and Manchir to Discuss ESOP Tax, Accounting, and Valuation Practices at Annual Great Lakes Regional ESOP Conference

Posted 12:56 PM by
Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will present at the Fifth Annual Great Lakes Regional ESOP Conference. Taking place Oct. 17-18 in Sandusky, OH, the conference brings together the Indiana, Michigan, Ohio, and Kentucky chapters of The ESOP Association to discuss current topics pertinent to the ESOP community.
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Release of the 2019 Indiana Manufacturing Survey Results

Posted 5:28 PM by
The 2018 Indiana Manufacturing Survey: Industry 4.0 Has Arrived revealed that as Indiana’s largest industry sector enjoyed continued growth in revenues and profits, its employers were investing heavily in automation, welcoming a movement that, nationally, has been dubbed “Industry 4.0.” Meanwhile, the percentage of manufacturers that identified workforce development as their top concern declined to its lowest level in a decade. How have these trends played out in 2019, and has the sentiment toward workforce held steady? Find out Oct. 16, 2019, when the final results of the 2019 Indiana Manufacturing Survey will be released at the Indiana Manufacturers Hall of Fame Induction Luncheon, hosted by the Indiana Manufacturers Association and presented by Katz, Sapper & Miller.
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Lee to Moderate Panel at 2019 Indiana University Kelley School of Business Private Equity Conference

Posted 4:34 PM by
Katz, Sapper & Miller’s Mike Lee, a partner in the firm’s Transaction Services Group, will moderate a panel at the 2019 Indiana University Kelley School of Business Private Equity Conference. Taking place on Oct. 24 at the JW Marriott in Indianapolis, the event will gather private equity specialists, investment bankers, and industry professionals to discuss key industry dynamics and strategies.
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QOZs and Multi-Asset Funds: Tread Carefully

Posted 6:15 PM by
The many investors already leveraging the recently created Qualified Opportunity Zone program are continually asking whether a Qualified Opportunity Fund (QOF) should hold a single asset or, in the interest of diversification and economies, multiple assets. With the benefits of a single capital raise, a single fund is enticing – and it may bring less uncertainty to the table.
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Q&A with Chad Halstead, an Opportunity Zone Adviser

Posted 5:15 PM by
For the past 12 years, Chad Halstead, 39, has helped land government incentives for some of the area’s biggest real estate developments. As part of his work, he’s also brushed up on the updated tax code and taken the lead on local projects using Opportunity Zones.
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Selling Your Company? Make the Most of It With a Quality of Earnings Report

Posted 2:10 PM by
One of the most significant career events for a business owner is selling his or her company. The stakes are high, and a financial payout is on the line. While an audit or review of the company’s financial statements confirm that management has presented the financial position and results appropriately, they won’t identify key risks and issues that will interest buyers.
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Almack Joins the "Recruit & Retain: Trucking Edition" Podcast to Share How Carriers Can Use Processes to Increase Profitability

Posted 6:56 PM by
Katz, Sapper & Miller’s Tim Almack, partner-in-charge of the firm’s Transportation Services Group, is featured in the 100th episode of Brand Outcomes’ podcast, “Recruit & Retain: Trucking Edition” hosted by Chad Hendricks. This episode focuses on how trucking companies can use process improvement to become more profitable in a marketplace full of rate pressures and shrinking margins.
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AICPA Announces New Professional Standards for Forensic Accounting Service Providers

Posted 1:25 PM by
One of the most common questions a financial damages expert gets at a deposition or trial is, “Did you follow any standards in forming your opinion?” Until just recently, and depending on the assignment, the answer to this question was not always as easy as one might think. While all CPAs must abide by the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct (which requires professional competence, due professional care, planning and supervision, and sufficient relevant data), no statements on an authoritative standard existed specifically for those providing forensic services.
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