Angela Fisher, CPA (she/her/hers)

Director
Forvis Mazars, LLP
Kansas City, MO

Angela’s area of focus is employee stock ownership plans (ESOPs) in privately held companies. She assists with the structuring and facilitation process of creating new ESOPs. Angela’s experience with ESOPs also includes providing financing assistance, tax planning, record-keeping, repurchase planning, employee communication, financial accounting assistance and structuring of executive incentive plans.

Disclosure information not submitted.

Presentation(s):

• A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes

  Tuesday, April 15, 2025
  9:00 AM – 10:00 AM MST

• New ESOPs – Post-Closing to Dos

  Wednesday, April 16, 2025
  11:15 AM – 12:15 PM MST