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
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The ESOP Association
ESOP Association Resources
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:
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.
Jun. 06
After a concerted effort, Congress and the Administration are persuaded to improve the 1996 Subchapter S ESOP Law, and beginning in 1998 it becomes allowable for Subchapter S Corporations to sponsor an ESOP. Previously, S-corporations could not sponsor ESOPs because qualified retirement plans could not own stock in the sponsoring company.
Jul. 19
Several major tax incentives for ESOPs become law in the 1984 tax act, including:
Deductible dividends paid on ESOP stock.
Tax-free rollover for gains on stock sold to an ESOP.
Deductible dividends paid on ESOP stock.
Tax-free rollover for gains on stock sold to an ESOP.