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ESOP 101

Join us for a joint presentation by Archer, Capital Trustees, and Katz, Sapper & Miller. This seminar will explain the “What/Why/How?” of Employee Stock Ownership Plans (ESOP).  ESOPs are an excellent tool for succession planning.  Learn about tax benefits and savings for C Corporations and S Corporations as well as the benefits to employee participants. Unsure about stock valuation and financing? Attend this seminar to get all of your ESOP questions answered.


Thursday, May 12, 2016
8:00 AM Registration, Breakfast and Networking
8:30 AM to 10:00 AM


Richard A. Heeter, Capital Trustees, LLC
Robert C. Hilton, ASA, Katz, Sapper & Miller
The following certifications are pending:
  • 1.5 PA CLE (Substantive – pending approval)
  • 1.8 NJ CLE (General – pending approval)
  • 1.5 NJ CPE (Pending approval)



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Archer PC is a full-service regional law firm with more than 175 lawyers and eight offices in Haddonfield, Hackensack, Princeton, Flemington and Red Bank, N.J.; Philadelphia, Pa.; New York, N.Y.; and Wilmington, Del. The Firm has been serving Fortune 100 clients, small to medium-sized businesses and individuals for 85 years. Each  office  provides full-service litigation and transactional capabilities in nearly every area of law including corporate, estate & trust, family & matrimonial, labor & employment, litigation, medical & personal injury, and real estate services.  For more information, visit

Capital Trustees, LLC provides Independent Trustee and Fiduciary services for ESOP transactions and ongoing engagements. The partners of Capital Trustees, Rich Heeter & Bret Keisling,  have a combined 60+ years of business, financial and legal experience, and have served clients of all sizes and all types of industries. Capital Trustees has been engaged as Transaction Trustee by companies ranging in size and value from $4.0 million and 15 employees, to over $400 million and 3,000 employees. Additionally, we serve as ongoing Trustee to approximately twenty five ESOP owned companies. We have performed engagements in 17 states throughout the Mid -Atlantic, Midwest, Northeast, and New England regions. Capital Trustees is an active member of The ESOP Association and The National Center for Employee Ownership, and its partners are frequent speakers at national and regional conferences on ESOP and Fiduciary topics. For more information, visit

 As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has more than 300 employees and is headquartered in Indianapolis, IN, with additional offices in Fort Wayne, IN, Rochester, NY and New York City. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. The firm is a member of PrimeGlobal, a global association of independent accounting firms. Katz, Sapper & Miller is an ESOP company, itself. For more information, visit




The same program is taking place in Philadelphia on May 11. If you prefer to attend that program, click below to register.