About the Webinar

This webinar is geared towards individuals who maintain the accounting and general ledger for ESOP transactions in their company. Topics include the journal entries to record the share release, the impact on the financial statements, and how to explain the presentation differences between an ESOP company and a non-ESOP company. In addition, tax issues and benefits that an ESOP company faces will also be presented.

You will learn:

  • Intricate ESOP accounting strategies and the resulting tax benefits
  • How tax benefits differ between a partially owned ESOP and a fully owned ESOP

 

Presenter(s)

Mark is a partner in Katz, Sapper & Miller's business advisory group, where he provides strategic consulting, tax, and accounting support to his clients. As partner-in-charge of the firm's ESOP services group, Mark represents several ESOP-owned businesses and has structured a number of business sales to existing and newly formed ESOPs. Mark's commitment to building long-term professional relationships has enabled him to provide proactive advice that creates true value to his clients' business operations.

Andy is a director in Katz, Sapper & Miller's valuation and ESOP services groups. He is an active member of the NCEO and the ESOP Association (TEA) and serves on TEA's Valuation Advisory Committee. Andy is a Certified Exit Planning Advisor (CEPA), and a co-founder of the Exit Planning Institute's Central Indiana chapter. Additionally, Andy is an ASA (Accredited Senior Appraiser) and a Certified Management Accountant (CMA).

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