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The Employee Ownership Action Network (EOAN) is a free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
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What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world.
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The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
Nov. 14
I’m sure you won’t be surprised when I make the statement “ESOPs are unique”. An ESOP is not like other privately held companies, and it’s definitely not like a publicly traded company. This is because ESOP employees are not just employees, they are also owners. Owners expect (and deserve) different things from their company and likewise, the company should expect a different level of engagement when sharing ownership.
Nov. 09
SYNTHETIC EQUITY SERIES – PART THREE OF THREE
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs. The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards. The second article defined and described common forms of synthetic equity for 409(p) purposes. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs. The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards. The second article defined and described common forms of synthetic equity for 409(p) purposes. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
Nov. 07
Happy Employee Ownership Month! It’s a special time for a special community. Employee owners nationwide celebrate with tremendous pride. It’s a great time to reflect on the 11 million-plus employee owners in America who not only enjoy the individual benefits that accompany employee ownership, but also the contributions to communities and the social good that employee ownership adds. We know we have a cause worth celebrating but also one – in the very nature of employee ownership – worth sharing.
Nov. 02
From Oregon to Massachusetts and from Minnesota to Florida, TEA’s Chapter team logged some serious miles in October, hosting chapter and regional fall conferences across America.
Jan. 30
Inside this Issue:
Preview of the Upcoming OH/KY Chapter
2023 Spring Conference
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Preview of the Upcoming OH/KY Chapter
2023 Spring Conference
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Chapter News
Jan. 26
For the first time since the 1990’s, The ESOP Association Board of Directors has voted to add new Chapters, including an all-new Rocky Mountain Chapter and a re-instated Florida Chapter.
Jan. 26
This month's issue of the ESOP Report includes The ESOP Associations advocacy victories, the expansion of Chapters, and ESOP New Year's resolutions.
Jan. 18
A nationwide grassroots effort stops a push to limit the tax benefits of S corporations sponsoring ESOPs. Instead, Congress approves an initiative sponsored by The ESOP Association to expand the tax deduction paid on ESOP stock. Various pro-ESOP proposals become law upon enactment of the popular ERISA reform legislation. Notably, 80 percent of the members of key tax committees in the House and Senate take public positions in support of ESOPs.