News - 4/11 - SES Advisors
  • 888.SES.ESOP
News & Events

SES Advisors to Sponsor NJSCPA Accounting & Auditing Seminar in Berlin, NJ

Please join SES shareholders Jim Capone and Steve Greenapple for this 4-hour CPE seminar, which will update participants on common, small business control deficiencies, preventive and detective fraud controls for small and mid-sized companies, as well as disclosure deficiencies cited by peer review. Date: Wednesday, October 30, 2013Time: 8:00 A.M. - 12:00 P.M.Location: Venice Plaza, 281 Cross Keys Road , Berlin, NJ 08009 For more information and to register, please visit the NJSCPA event site.  Read more

Tax Guidance Issued Regarding Same-gender Marriages

Read more

SES Client Pennoni Associates Ranks in Top 100 on ENRs List of Top Design Firms

Pennoni Associates, an award-winning consulting engineering and design firm headquartered in Philadelphia, is pleased to announce its ranking as #92 on Engineering News-Records (ENR) annual list of the Top 500 Design Firms. Read more

U.S. Congressman David N. Cicilline (D-RI) Visits Gripnail

As part of its committment to promoting employee ownership to members of Congress, Gripnail Corporation invited U.S. Congressman David N. Cicilline (D-R.I., Dist. 1) to tour the facility and meet with employee-owners in East Providence on August 7. Gripnail Corporation specializes in fastening to the surface of metal. In 2004 Gripnail became a 100 percent employee owned company. As an ESOP, everyone who works for Gripnail or Gripnail's Amtak marketing division has a vested interest in making certain that customers needs and corporate ... Read more

Bi-Partisan Members of House Ways & Means Committee Introduce Pro-ESOP House Bill

House Resolution 1244, the Promotion and Expansion of Private Employee Ownership Act of 2011, was introduced by a bi-partisan group of key members of the House Ways and Means Committee. H.R. 1244 has four main objectives: Permits owners of S stock to sell the stock to an ESOP and defer the capital gains tax on his/her gain if the proceeds are reinvested in the equities of U.S. operating corporations Permits lenders to S corporations with 50% or more ESOP ownership to exclude ... Read more

DOL Works on Re-Proposal

In the February 15 NCEO Employee Ownership Update, Loren Rodgers reports on plans by the Department of Labor's Employee Benefits Security Administration to re-propose a regulation that would make appraisers of ESOP plan transactions fiduciaries of the plan. In September 2011, the department withdrew its original proposal that would have made the appraisers of ESOP plans fiduciaries on an annual basis. The re-proposal focuses only on transaction appraisals. To read the full press release, please visit the The NCEO's website. Read more

FASB Indefinitely Defers Disclosure Requirements

On June 12, the Financial Accounting Standards Board (FASB) announced that it would "indefinitely defer certain disclosures about investments held by a nonpublic employee benefit plan in its plan sponsor's own nonpublic equity securities." FASB had originally proposed disclosures that would have required a description of the specific valuation methods used and the specific rates applied. Today's project updates for Fair Value Measurement Disclosures of Private Company Equity Securities by Employee Benefit Plans are now online. FASB solicited feedback during May ... Read more

SES Client Eileen Fisher Quoted on CNNMoney.com

Philadelphia, Pa. Read more

Paul Farrell, President & CEO of SES Client Modern Group, Featured in Philadelphia Business Journal CEO File

Philadelphia, PA - May 10, 2013 - SES Advisors congratulates Paul Farrell, President and CEO of Modern Group, on his recent interview with the Philadelphia Business Journal. Modern Group is a leading distributor of forklifts, warehouse products, construction equipment, generators and stand-by power generation, serving customers throughout New Jersey, Pennsylvania and Delaware since 1946. Paul joined the company in 2004 and was recently promoted to President and CEO. Modern Group became 100% employee-owned in 2003. Read the CEO File interview or ... Read more

The Defense of Marriage Act Decision – What does it mean?

The federal Defense of Marriage Act (DOMA) provided two things: Section 3 established a federal definition of marriage as a legal union between one man and one woman and Section 2 provided that no state shall be required to recognize as a marriage any relationship between individuals of the same sex even if it is treated as a marriage by another state and no state shall be required to grant rights based on such relationship. The United States Supreme Court ruled that ... Read more
Page 4 of 11« First...23456...10...Last »
Is an ESOP right for you?
×