Tim Lee Co-Authors Article About Tax Reform and ESOPs

Tim Lee, Managing Director of Mercer Capital, along with Kathryn Aschwald, Principal and Founding Shareholder of Columbia Financial Advisors, co-authored the article “The Impact of Tax Reform on ESOP C and S Corporation Business Valuations” featured in the February 2018 ESOP Report. The ESOP Report is published by the ESOP Association and is available to Association members only.

In this article, the authors discuss valuation considerations for both C Corp. and S Corp. companies under the new tax law. ESOP companies are advised to get an early start on the plan year valuation process. Once companies and market participants have time to fully absorb the new tax law, the full impact on valuations will become clear.

For more information contact Tim Lee at 901.685.2120 or leet@mercercapital.com.