Client Alert: December 2013
In this issue, ESOP Plan Administrator Kelly Irizarry outlines the small, but highly regulated element of tax reporting as part of the overall ESOP recordkeeping process. We also highlight a few of the ongoing community service projects performed by staff from the Philadelphia office.
Is an ESOP right for your company?
Use our ESOP self-assessment tool to find out.
If you would like further information about ownership transition options, please contact us. SES Advisors welcomes the opportunity to provide complimentary and confidential advice.