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.
The ESOP Association
ESOP Association Resources
Apr. 23
Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.
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Apr. 15
Inside this issue:
Spring meeting.
Biden Administration nominations
Employee Owners, Jobs, and the Local Community
Calendar of Events
Update on spring visits to Capitol Hill during the National Conference
Spring meeting.
Biden Administration nominations
Employee Owners, Jobs, and the Local Community
Calendar of Events
Update on spring visits to Capitol Hill during the National Conference
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Apr. 15
In this issue of the Wisconsin Chapter newsletter read about our spring meeting, find out who won our chapter awards, meet this month's featured members, learn about upcoming events, and get an update on our government relations activities.
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Apr. 08
In this issue of your chapter newsletter, read a letter from the President, learn about new advocacy initiatives, find out upcoming chapter events, learn about the chapter award winners, see the profile on member company Folience, and meet two new member companies—Woodruff Construction and Dean Snyder Construction.
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Mar. 14
The Department of Labor proposes regulations that would make advisors to ERISA plans—including ESOP appraisers—fiduciaries under ERISA. A grassroots effort on Capitol Hill helps ensure the new regulations would not adversely affect ESOPs and the “fiduciary rule” is rejected.
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