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Brian Zerface
Coming Soon
This session will provide answers to the most common questions from ESOP plan sponsors when preparing their corporate tax filing. The providers will define terms such as contra-equity account, compensation expense, as well as "foreign" terms and concepts that ESOP companies struggle with.
Learning Objectives:
1. Understand how a contra-equity account works.
2. Develop a process for identifying compensation expense.
3. Obtain a general overview of the differences in ESOP accounting vs. pre-ESOP accounting.
Coming Soon
Markus Dahl is an audit manager for Eide Bailly based out of their Fargo, ND office and has been working with employee owned companies since 2017. While he geeks out on the technical US GAAP accounting for leveraged ESOPs, stock appreciation rights, stock warrants, business combinations, and noncontrolling interests, he also advises on pre- and post- transaction implementation and the overall sustainability of Company-wide strategies for providing participant benefits.
Markus graduated with a B.S. in Accounting and Finance with a minor in Fraud Investigation from North Dakota State University and has his CPA license.
Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.
Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.