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The ESOP Association

ESOP Association Resources

May. 23
Inside this Issue:

Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities

Read the Full Issue >>
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
Welcome to your March issue of the ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
Chapter News, Resource
Jul. 30
Recap of the Summer Roundtable Meeting; welcome to our newest members; this month’s featured member; Employee Ownership Month activities; summary of Congressional visits; Wellman wins Membership Recruitment award; Wisconsin chapter wins Membership Development Award; list of upcoming events.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Kristie Marks, Washington Report, Employee Owned, Resource
Jul. 01

News about Employee Owned 2019, the Conference and Trade Show for ESOPs.  

Chapter News, Resource
Jun. 30
List of Upcoming Events; Government Relations update; recap of National Conference in Washington, DC.
ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
ESOP Blog, Employee Ownership, Employee Ownership Foundation, GSS Research, ESOP Research, Rutgers University, Culture, Resource
Jun. 13
It’s no surprise that Americans disagree about a lot of things….
Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01

A recap of the 2019 National Conference in Washington, DC.  

Sep. 13
1981 tax law changes include a special level of new tax deductible contributions of 25 percent of pay, plus interest, for leveraged ESOPs.