Angela Fisher Director Kansas City, MO 816.221.6300 Related Services Advisory Related Industries Commercial Products Email Angela Fisher
Article Mar 29, 2023 Additional Highlights of Secure 2.0 Act of 2022 for ESOPs The SECURE 2.0 Act of 2022 affects ESOPs in a number of ways. Read on for highlights including cash-out limits, increased catch-up limits,… Read More
Article Mar 29, 2023 ESOP Diversification: What the Plan Sponsor Needs to Know Individuals enrolled in ESOPs should understand their plan’s diversification provisions. Read on for things to know about ESOP… Read More
Article Dec 23, 2022 Understanding the Use of ISOs in an Employee-Owned Company ESOP-owned companies may choose from a variety of incentives to help attract and retain key leaders. Read on for details on establishing an… Read More
Webinar Nov 14, 2022 ESOPs: Continuing a Legacy This complimentary webinar will examine the benefits an ESOP can provide to the seller, company, and employees. Watch Archive
Webinar Aug 02, 2022 Plan Sponsor ESOP Accounting - Advanced Sponsor Topics This webinar will review accounting for warrants and stock appreciation rights issued during ESOP transactions. Watch Archive
Webinar Jul 13, 2022 Plan Sponsor ESOP Accounting – An Overview This ESOP webinar aims to help you gain the knowledge to avoid pitfalls and understand the effects on financial statement compliance. Watch Archive