Company: Plante Moran
Denver, CO 80202
View on a map
Send this advisor a private message (esopmarketplace.com email).
Add this advisor to your Process Map
Sandy is a partner at Plante Moran and leads the ESOP services group. She has been in public accounting since 1990, and has been with Plante Moran for more than 19 years. She works with companies on transition planning and focuses on educating executives on ESOP opportunities. Her expertise ranges from feasibility studies, initial ESOP transactions, structuring, and consultation on various accounting issues and audits of ESOPs and ESOP companies. Sandy is a national speaker on ESOP accounting issues, communicating in a lively fashion the impact that an ESOP has on both the corporate financial reporting as well as the Plan accounting. She has a depth of experience in auditing corporations that are employee owned in a variety of industries, and is our audit lead on ERISA plan audits for ESOPs.
BS, Accounting Missouri State University
Business transition planning: Putting success in family succession
The significant role that family businesses play in our economy is unmistakable: As of data from 2019, as much as 57% of U.S. GDP is attributed to Read the full article >
New guidance clarifies the timing of PPP-related expense deduction disallowance
STEPHEN ECKERT, BRETT BISSONNETTE, KURT PIWKO, MICHAEL MONAGHAN November 20, 2020 The Treasury and IRS have issued long-anticipa Read the full article >
Paycheck Protection Program loans accounting: What are the options?
DAVID GRUBB, KRIS RAY September 2, 2020 The CARES Act provides multiple accounting options for PPP loans. Your approach will depend on whet Read the full article >
Construction Firms Have Much to Gain as COVID-19 Drags Them into Tech Modernity
BY MIKE LOPEZ AND BOB TINGLESTAD PLANTE MORAN, A MEMBER OF MULTIPLE AGC CHAPTERS Fax machines, paper records, spreadsheets and landline phone Read the full article >
Views this year: 193