866-752-4651
Make a Payment
Check us out on BrokerCheck
Visit Avantax Website
New Assignment Form
Contact Us
Advisory & Consulting
Business Process Improvement
Corporate Finance & Advisory
ERP Consulting
Entrepreneurial Business Services
International Consulting & Advisory
Talent & Leadership Development
Audit & Assurance
Benefit Plan Advising & Auditing
International Audit & Assurance
Investigative & Forensic Accounting
Insurance Services
Litigation Support
Catastrophe Response
Fraud & Forensic Services
Tax
Corporate Tax
International Tax
Personal Tax
State & Local Tax
Research & Development Tax Credits
Wealth Center
Tax Planning
Estate & Gift Planning
Insurance & Risk Planning
Investment Planning
Retirement Planning
Succession Planning
Stay up to date with our latest insights and resources
Learn More
Our Story
Our History
Our Team
Our Locations
Our Clients
Our Community
Our Awards & Affiliations
Meaden & Moore International
Diversity + Inclusion
Stay up to date with our latest insights and resources
Learn More
Construction
Energy & Mining
Hotel & Hospitality
Insurance
Manufacturing & Distribution
Media & Publishing
Medical & Pharmaceutical
Multi-Generational Businesses
Not-for-Profit
Private Equity & Private Office
Technology
Transportation
Veterinary Practice
Stay up to date with our latest insights and resources
Learn More
Akron
Boston
Calgary
Charlotte
Chicago
Cleveland
Columbus
Denver
London
Los Angeles
Montreal
New York
Orlando
Pittsburgh
San Francisco
Toronto
Vancouver
Wooster
Stay up to date with our latest insights and resources
Learn More
Blog
Events
Video Gallery
Firm News
Resources
Stay up to date with our latest insights and resources
Learn More
Your Path
Culture
Join Our Team
Campus Recruiting
Stay up to date with our latest insights and resources
Learn More
×
  • There are no suggestions because the search field is empty.

The ESOP Participant’s Guide to ESOP Funding Rules

Opening an employee stock ownership plan (ESOP) may not be easy, but it should be exciting. ESOPs ar...

Read More →

Understanding Form W-2: Wage and Tax Statement for...

Tax season is upon us, and for employers, that means navigating the sometimes-daunting task of compl...

Read More →

Starting an ESOP? Do These Three Things First

Employee stock ownership plans (ESOPs) are a unique retirement plan that not only will provide for t...

Read More →

Subscribe to Our Blog

Search the Blog

  • There are no suggestions because the search field is empty.

Sort by Topic

Has the Coronavirus Pandemic Been Kind to ESOPs?

Without a doubt, the COVID-19 pandemic has made an...

Read More →

Advantages of Utilizing an ESOP In a Transition St

When building a strategy to transition out of your...

Read More →

Are You Thinking About Your ESOP Repurchase Obliga

The benefits of utilizing an employee stock ownership plan...

Read More →

ESOP Valuations - How 2020 Changed Things

2020 was a year like no other, and ESOP companies were...

Read More →

INTERESTED IN LEARNING MORE?

Build your career with a vibrant team that offers you more than a job and a paycheck. At Meaden & Moore, we provide training, resources, and unique opportunities to focus on in-demand practice areas.

Read More

1375 East Ninth Street, Suite 1800 Cleveland, Ohio 44114-1790

866-752-4651
Contact Us
TWP_Cleveland_2023_AW@2x
agn international

Copyright ©2024 Meaden & Moore. All Rights Reserved. Website By SyncShow | Legal & Privacy

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions (IMS) Platform fee-based asset management accounts offered through Avantax Advisory ServicesSM. All other financial planning services are offered through The Wealth Center at Meaden & Moore. The Wealth Center at Meaden & Moore is not affiliated with Avantax Investment ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.