The ESOP Association

ESOP Association Resources

May. 09
The ESOP Association today announced the hiring of Erica Beck Spencer to lead the Association’s efforts to transform ESOP education and adult learning. In addition, The ESOP Association is announcing the development of new certification programs across several core ESOP disciplines that will become integrated into future National and Chapter events beginning in January 2026.
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May. 01
In this Issue: A Note from Our PresidentSpring Conference HighlightsFeedback and Observations from the PA/DE Spring ConferenceMake Your Voices Heard!Read full issue >>
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ESOP Blog, Resource
Feb. 28
In this, our final installment on common criticisms of ESOPs—and why they are wrong—we’ll look at the assertion that ESOPs are not real ownership.

According to cynics, ESOPs are “fake” ownership plans. In “real” ownership, they argue, the owners control their assets by determining such things as who runs the company, who sits on the Board of Directors, when major corporate decisions are made that might impact the future of the company, and so on.

But ESOPs are true ownership.
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ESOP Blog, Resource
Feb. 14
I often hear three criticisms about ESOPs: The second criticism is that ESOPs are a waste of taxpayers’ money.

Cynics say the tax breaks provided to ESOPs are money losers because the majority of American taxpayers pay higher rates to make up for the cost of ESOP tax benefits.

But anyone who says that must not have done very well in elementary school when they learned basic math. ESOPs offer great returns on tax incentives.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Valuation, Beneficiary Designation
Feb. 01
The Impact of Tax Reform on ESOP C and S Corporation Business Valuations.
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