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The Employee Ownership Action Network (EOAN) is a free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
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What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world.
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The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
Jan. 31
Welcome to your January 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:
Inside this Issue:
Nov. 14
I’m sure you won’t be surprised when I make the statement “ESOPs are unique”. An ESOP is not like other privately held companies, and it’s definitely not like a publicly traded company. This is because ESOP employees are not just employees, they are also owners. Owners expect (and deserve) different things from their company and likewise, the company should expect a different level of engagement when sharing ownership.
Nov. 09
SYNTHETIC EQUITY SERIES – PART THREE OF THREE
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs. The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards. The second article defined and described common forms of synthetic equity for 409(p) purposes. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs. The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards. The second article defined and described common forms of synthetic equity for 409(p) purposes. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
Nov. 07
Happy Employee Ownership Month! It’s a special time for a special community. Employee owners nationwide celebrate with tremendous pride. It’s a great time to reflect on the 11 million-plus employee owners in America who not only enjoy the individual benefits that accompany employee ownership, but also the contributions to communities and the social good that employee ownership adds. We know we have a cause worth celebrating but also one – in the very nature of employee ownership – worth sharing.
Nov. 02
From Oregon to Massachusetts and from Minnesota to Florida, TEA’s Chapter team logged some serious miles in October, hosting chapter and regional fall conferences across America.
Jul. 31
Welcome to your July 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:
Inside this issue:
Jul. 31
On a very strong 24-2 bipartisan vote, the Senate Appropriations Committee has passed the Labor, Health and Human Services, Education and Related Agencies Appropriations Bill for the 2024 Fiscal Year that begins October 1. As one of 12 annual spending bills Congress must pass before the end of September, this is the initial step in funding the U.S. Department of Labor for the next year.
Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
Jul. 26
It's a party for our second TEA IA/NE Chapter Chat episode!
Host Emily Burds (Rayser Holdings) brings together some chapter friends to discuss their experience at the 2023 ESOP Association National Conference in Washington, D.C., back in May.
Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
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