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SES to Sponsor and Jim Steiker to Present at the NCEO Feasibility and Best Practices for S Corporation ESOPs Seminar in St. Louis

Date: October 16-17, 2013Location: Crown Plaza, 7750 Carondelet Avenue, Clayton, MO 63105SES Advisors is pleased to sponsor and present at NCEO's Feasibility & Best Practices for S Corporation ESOPs seminar to be held October 16-17, 2013 in St. Louis, MO.  These back-to-back meetings explore the most important issues for ESOP companies. The first day is for a general audience but specifically designed for companies trying to decide whether to establish an ESOP. The second day will go into greater depth and will also help companies that currently have S ... Read more

The Business Exit Forum’s CEO Educational Events Series: Profiles in Growth

Date: Wednesday, September 25th,  8:00 - 10:30 a.m. Location: University of Baltimore Merrick School of Business, 11 West Mt. Royal Ave., Baltimore, MD 21201SG&C is a member of BEF, and we encourage anyone looking to plan their business succession to attend this event.Murray Berstein, Executive Chairman of Nixon Medical Wear, will share his experience before, during and after the sale of his company. In 2007, after 40 years at the helm of Nixon Medical Wear and subsidiary companies, Murray successfully transferred ... Read more

Steve Greenapple to Present at 36th Annual ESOP Association Conference

This year's ESOP Association annual conference theme is "ESOPs: Your Job, Our Job, Americas Job." Read more

Save the Date! Employee Benefit Plan Seminar in Glen Ridge, NJ

Seminar Title: Employee Benefit Plan Legal Compliance and Plan Audit Issues & Trends - Things to Think About in 2013Date: April 25, 2013Location: Glen Ridge Country Club, Glen Ridge, NJ Theresa Borzelli, shareholder in our sister law firm of Steiker, Greenapple, & Fusco, P.C., will present a joint seminar with Parente Beard on Thursday, April 25 at the Glen Ridge Country Club. This seminar qualifies for 2 CPE credits in accounting and auditing. For more information, please visit the Parent Beard website. Read more

Is an ESOP Right for You? Seminar in Waltham, MA

Often times owners of privately held businesses struggle with understanding ways to transition all or part of their business. Join us for an educational panel discussion around some of the basics of an ESOP: cost, structure, accounting and legal. Also, get an inside perspective from a recently formed minority ESOP-owned company. All business owners looking to transition their businesses are welcome to attend. Date and Time: Wednesday, February 13, 7:30 - 10:00 a.m.Location: Bay Colony Corporate Center, 1000 Winter Street, North Entrance, ... Read more

Auto Dealership Webinar: Liquidity & Succession Planning Using ESOPs – State of the Market

January 9, 2013 - Are you or your clients interested in selling a business in a tax-advantaged private transaction where the owner controls the information, timing and amount of sale? Steve Greenapple from SG&F, Merri Ash of First Bankers Trust and William O'Brien from Morgan Stanley will share insights from hundreds of closed transactions regarding selling stock to an ESOP in a structure that is tax-prudent for the owner and the company, along with an update on financing markets. In this webinar, you ... Read more

Steve Greenapple to Speak at AICPA CFO Conference in Marina del Rey

Date: May 15-17, 2013Location: The Ritz-Carlton, Marina del Rey, CA Steve Greenapple, shareholder of SES and of our sister law firm of Steiker, Greenapple, & Fusco, P.C., will be speaking at the AICPA CFO Conference in Marina del Rey on May 15 during the pre-conference sessions. Steve is co-presenting with William O'Brien of The O'Brien Group at Morgan Stanley and Merri Ash of First Bankers Trust Services. The group will be presenting, "Liquidity & Succession Planning Using ESOPs: State of the Market" at 10:30 a.m. ... Read more

Estate Planning Using ESOPs Webinar

May 16, 2012 - Sophisticated ESOP transactions present unique opportunities for business owners to lower the estate, gift and generation skipping transfer tax burdens placed on their estates. From a total-after-tax perspective (considering income and transfer taxes), this can mean that an ESOP transaction will present a far better financial return for a business owner than other types of liquidation events. This presentation uses a case study analysis to review the key estate planning opportunities available to the business owner through ... Read more

SES to Sponsor and Speak at the The ESOP Association’s Indiana Chapter’s Round Tables and Round Ball Event in Indianapolis

Date: March 9, 2012 Location:  Murat Shrine Temple, 510 North New Jersey Street, Indianapolis, IN 46204 SES Advisors is pleased to sponsor and speak at the Indiana Chapter of The ESOP Association's Round Tables and Round Ball Event in Indianapolis. Tim Regnitz will participate in the first and second sessions of the Don't Do That with Your ESOP roundtable discussion at 9:45 and 11:00 a.m. To view more information about this conference or to register for the event, please visit The ESOP Association's website. Read more

Introduction to ESOPs Webinar

February 28, 2012 - Join us for a one-hour introductory webinar on why business owners use ESOPs and how they work. Over the next ten years 12,000 business owners will be retiring and trying to sell their businesses. Most of these owners will not have spent much time planning for their retirements or for how they will sell their companies. A solution you may not have considered is selling some or all of your company stock to an Employee Stock Ownership Plan (ESOP).Webinar ... Read more
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