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ESOP Advisor

 
ESOP Valuation Services.

Marcum LLP provides independent valuations in connection with transactions involving stock to be acquired by Employee Stock Ownership Plans ("ESOP").

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October 2017

Welcome to the first edition of Marcum LLP's ESOP Advisor, a quarterly newsletter providing an update on topics of interest relating to employee stock ownership plans.

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By Kenneth J. Pia, Jr., Partner-in-Charge, Business Valuation Services

We all understand that the valuation of a closely held business is not an exact science. Positions taken by government agencies that review our work...

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By Nancy Fannon, Partner-in-Charge, Litigation Support Services

In valuations for gift and estate tax purposes, the Internal Revenue Service has taken the position that taxes paid by S corporation investors do not...

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