Verit Advisors® Mary Josephs to Speak at AICPA Conference
Mary Josephs, founder and CEO of Verit Advisors® will present at the American Institute of CPAs (AICPA) Engage conference June 9 -14, 2018 in Las Vegas.
Mary Josephs will present on Thursday, June 14 on the topic of “Tax free Sale of Business to ESOP.” ESOPs have compelling personal and corporate tax incentives as well as wealth transfer and charitable giving efficiencies. This session will walk attendees through the tax benefits and transaction considerations for clients. Ms. Josephs founded Verit Advisors in 2009 and has over three decades of experience in corporate finance. She is a nationally recognized leader having advised, structured, and closed more than 300 transactions for middle market companies. Ms. Josephs was named one of most Influential women in mid-market M&A by Mergers & Acquisition magazine January 2017, and 2018.
About Verit Advisors
Verit Advisors unites sophisticated middle market investment banking capabilities with a client centric boutique, fluent in M&A, ESOPs, debt and equity capital markets, valuation, and board advisory services. Integrity, teamwork, service, and innovation are at the heart of the organization, as the Verit Team strives to provide unparalleled advice and custom solutions to its clients. Mary Josephs founded Verit Advisors in 2009 in Chicago and has over three decades of experience in corporate finance for private businesses. Josephs and her team are considered to be the foremost experts in ESOP transactions and middle market strategic alternatives.
About the AICPA
Founded in 1887, the AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.
The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest.