In this month’s jam packed issue: TEA talks Employee Ownership Month, the recent petition filed with the Department of Labor, and several events and updates for the Employee Ownership Foundation, including ESOPATHON! Also don’t miss the EOM poster contest winner, an AACE Awards update, and Edmunson Scholarship recipients.
The ESOP Association
ESOP Association Resources
Sep. 22
Washington, D.C. – The ESOP Association (TEA) today exercised its rights under the Administrative Procedure Act to petition the U.S. Department of Labor (DOL) to undertake a long-delayed rulemaking essential to the formation and ongoing operation of ESOPs. Since 1974, the Department of Labor has steadfastly refused to fulfill requirements of the Employee Retirement Income Security Act (ERISA) in violation of Congressional direction and stakeholders’ rights under the Administrative Procedure Act (APA).
Sep. 22
The ESOP Association (TEA), the national trade association representing companies with Employee Stock Ownership Plans (ESOPs) and ESOP professionals, today exercised rights under the Administrative Procedure Act to petition the U.S. Department of Labor (DOL) to undertake a long-delayed rulemaking essential to the formation and ongoing operation of ESOPs.
Dec. 22
Check out all the great information in the December issue of the ESOP Report, available exclusively to members of The ESOP Association!
Dec. 01
Written in partnership with the Colorado Office of Economic Development & International Trade. Originally published in the September 2021 ESOP Report.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Dec. 01
The ESOP Association and Employee Ownership Foundation have launched a new video series aimed at shedding light on why companies decide to become employee owned, how they initiate their search for information, and the impacts employee ownership has on a business.
Apr. 30
An Initial Look at President Biden’s Proposals
Wednesday, President Biden introduced the nation to his American Jobs Plan and Made in America Tax Plan -- plans that seek to alter the federal tax structure, boost America’s infrastructure, and address issues related to families. We have conducted an initial review of these proposals, specifically the tax changes, to consider their effects on the ESOP community. Below are some observations on how these proposed changes, as currently presented, may affect ESOPs.
Wednesday, President Biden introduced the nation to his American Jobs Plan and Made in America Tax Plan -- plans that seek to alter the federal tax structure, boost America’s infrastructure, and address issues related to families. We have conducted an initial review of these proposals, specifically the tax changes, to consider their effects on the ESOP community. Below are some observations on how these proposed changes, as currently presented, may affect ESOPs.
Apr. 23
Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.