Specialized Services for Companies with Employee Stock Ownership Plans (ESOP)

PRIMARY CONTACT: Don Linzer JD, LLM, CFP (Pittsburgh)

Read our capabilities brochure below for specialized services that Schneider Downs can provide for Employee Stock Ownership Plan (ESOP) companies.

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

case studies

big problem:

Ransomware attack halted a global manufacturer's operations.

big thinking:

Recover and secure the system – fast – save $1 million in ransom.

big problem:

High tax burden for family-owned franchisor.

big thinking:

Comprehensive planning for a 15% tax reduction.

See more case studies

most recent

2021 Retirement Plan Limitations

401(k) Plans, Private Client Services, Wealth Management

By Donna Wolfson | 11.3.2020

On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79). ...

Paycheck Protection Program – Forms 3509 and 3510

Business Advisors, Coronavirus, Loans, Paycheck Protection Program (PPP)

By Stephen Thimons | 11.6.2020

In late October, the U.S. Small Business Administration (SBA) requested approval from the Office of Management and Budget (OMB) to collect certain information ...