The ESOP Association
ESOP Association Resources
Oct. 08
See this month's ESOP Report—offered exclusively to ESOP Association members—to read about great Employee Ownership Month activities taking place this October, why voting makes you a more powerful ESOP advocate than you might realize, how to overcome adversity through transparency (which doesn't mean giving away trade secrets) and much more!
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Ownership Advantage, Legal Update, Washington Report, Jodi Lamb, Kevin Korenthal, ESOP Contributions, Allocations, Nydia Velazquez, ESOP PAC, SRCC Meeting
Jan. 30
ESOP Association makes a strategic investment in chapter support.
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ESOP Report, Legal Update, AACE, Ownership Advantage, S 177, HR 2258, ESOP Transactions, CEO
Jan. 07
ESOP Association launches a new member database and new website.
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ESOP Brief, Dividends, 404(k), Resource
Dec. 20
There are various tax incentives to encourage companies to consider an ESOP. This Brief discusses an employer’s ability to use tax deductible funds to service ESOP debt and the advantages of deductible cash dividends.
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ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
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ESOP Brief, Repurchase Obligation, Resource
Dec. 20
Both S corporation and C corporation ESOP companies must be prepared to pay cash equal in value to stock in a participant’s account, per ERISA distributions rules.
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ESOP Brief, Repurchase Obligation, Redeem, Recycle, Opportunity Cost, Resource
Dec. 20
This ESOP Brief introduces the concept of opportunity cost and the implications for share price when private companies devote resources to fund repurchase obligations.
169
ESOP Brief, Repurchase Obligation, Valuation, Recycle, Redeem, Resource
Dec. 20
This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.
171
ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
How to use convertible preferred stock in an ESOP.
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ESOP Brief, Valuation, Adequate Consideration, Resource
Dec. 19
This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.
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