Skip navigation
Our Firm Client Services Learn About ESOPs Completed Transactions Industries News Room Upcoming Events

Learn About ESOPs

CPAs

SES Advisors is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org

SES Advisors is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org

We understand your mission is to provide expert financial advice to your business clients and our professionals can help determine if an ESOP fits into your clients' succession plans.

 

We've worked with CPA's at all levels to provide information on ESOPs. Don't let their complexity deter you. We can guide you through the process - even with Statement of Position 93-6.

 

Statement of Position 93-6 provides guidance on ESOP accounting practices. This ruling examines changes in the way employers report transactions with leveraged Employee Stock Ownership Plans and offers insight into accounting for non-leveraged ESOPs.

 

SES Advisors - CPA Highlights:

  • January 2008:  Mary Beth Gray presented a program on ESOPs to the Philadelphia Chapter of the American Society of Women Accountants (ASWA) at their monthly meeting in King of Prussia, PA.
  • December 2005: Bob Massengill presents before the Ohio Society of CPAs in Columbus, Ohio.
  • July 2005:  Jim Steiker presents before the NY State Society of CPAs in New York City.
  • May 2004:  Jim Steiker is the exclusive presenter for the American Institute of CPA's "Essentials of ESOPs" webcast presentation. Visit the AICPA website to find out how to obtain this webcast and earn CPE credit.
  • Fall 2004: SES Advisors is accredited by the National Association of the State Boards of Accountancy's National CPE Provider Registry.

SES Advisors regularly visits CPA firms to give CPE presentations on ESOPs. Contact Alice Simons to schedule a presentation today!  Call 215.508.1600 ext. 243.  

 

Attorneys >