blog updates

Follow KSM

KSM blog

KSM Blog | Katz, Sapper & Miller CPA

Rob Hilton to Co-Present on ESOP Fundamentals May 11-12

Posted 4:00 AM by

Rob Hilton, ESOP 101

Rob Hilton, a director in Katz, Sapper & Miller’s ESOP and Valuation Services Groups, will co-present a seminar explaining the what, the why and the how of employee stock ownership plans (ESOPs).

Co-hosted by KSM, Archer & Greiner P.C., and Capital Trustees LLC, this seminar takes place May 11 in Philadelphia, P.A. and May 12 in Haddonfield, N.J. and will address a variety of topics exploring the fundamentals of ESOPs, including:
  • ESOPs as a tool for succession planning
  • Tax benefits and savings for C corporations and S corporations
  • Benefits to employee participants
  • Stock valuation and financing
Hilton has provided hundreds of valuations in a wide variety of equity classes such as operating and holding companies, partnerships, limited liability companies, various intangible assets and stock options. His experience includes the implementation and administration of ESOPs, the valuation of gift and estate planning, non-compete agreements, recapitalization, and mergers and acquisitions. 
Hilton will present alongside Mark Kossow of Archer & Greiner and Richard Heeter of Capital Trustees. 

Register for the May 11 seminar in Philadelphia.

Register for the May 12 seminar in Haddonfield.

About Us
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

Comments (0)
Post a Comment
Email: (Not Displayed)
Website: (optional)
Comment (HTML tags will be stripped):
Please type the alpha-numeric code above (case sensitive):