Tax incentives continue to encourage business owners to use ESOP’s to continue to expand. The ESOP is a great opportunity for the business owner to create a successful business legacy on a tax-deferred basis and provide incentives for current and future employees. We are one of the few local firms with depth and experience in this new and evolving arena. Some of the services we can provide are summarized below:

• Audit of ESOP trust and/or related corporation’s financial statements
• Evaluate the potential value of S vs. C corporation
• Calculate esop dividends
• Interpret and present various tax strategies unique to ESOP S or C corporations
• Other special needs