The ESOP Association
ESOP Association Resources
Oct. 10
Remember, your TEA membership automatically enrolls you in your local chapter, giving you access to TEA’s nationwide network of 19 chapters and providing year-round educational and networking events you can attend close to home. In September, TEA’s fall Chapter and Regional conferences kicked into high gear, with six major events held across the nation.
Oct. 09
ESOPATHON is an employee ownership engagement and fundraising program for the Employee Ownership Foundation, held annually each fall through October’s Employee Ownership Month. 2023 marks the third annual ESOPATHON and each year your effort has grown – and we hope this year is the best yet!
Oct. 06
As we all know, October is Employee Ownership Month, my favorite time of year. It’s a time when ESOPs across the nation celebrate the pride, passion, and unity that we all feel as employee owners. It’s always inspiring and heartening for me to see the many different ways ESOPs engage with employee owners and their communities during EOM. Many ESOPs focus internally, with activities that celebrate their ownership culture and further educate employee owners about the unique value their ESOP provides.
Oct. 05
What will the future of work look like? And how can ESOPs and employee owners play a role in shaping that future?
At EO23 in Las Vegas, we will explore these critical questions with our Main Stage keynote speakers, whose presentations will center around our 2023 theme of "The Future of Work." Join us November 8-10 on our Main Stage at Caesars Palace as we deep dive into concepts that will change your thinking and arm you with the ideas and tools you'll need as the modern, post-pandemic workplace continues evolving in the 21st Century.
At EO23 in Las Vegas, we will explore these critical questions with our Main Stage keynote speakers, whose presentations will center around our 2023 theme of "The Future of Work." Join us November 8-10 on our Main Stage at Caesars Palace as we deep dive into concepts that will change your thinking and arm you with the ideas and tools you'll need as the modern, post-pandemic workplace continues evolving in the 21st Century.
Sep. 28
This is the first in a series of three articles regarding the preparation of the Section 409(p) test specific to S-Corporation ESOPs. Previously published articles have provided a general overview of how the test works and the dire consequences of failing the test, but this series will describe the mechanics and information required to perform the test.
Sep. 22
Notice to Taxpayers is Heavy on Innuendo, Light on Specifics
On August 9, the Internal Revenue Service issued a statement suggesting a greater focus in the next year on S-Corp ESOPs and tax compliance, particularly for companies with a parent holding or management company structure and certain owner finance arrangements. While very short on specifics, the IRS communication appears to be driven by aggressive marketing of ESOP plans by some, although the IRS provides no specific examples of where an ESOP has been used in the manner they suggest.
On August 9, the Internal Revenue Service issued a statement suggesting a greater focus in the next year on S-Corp ESOPs and tax compliance, particularly for companies with a parent holding or management company structure and certain owner finance arrangements. While very short on specifics, the IRS communication appears to be driven by aggressive marketing of ESOP plans by some, although the IRS provides no specific examples of where an ESOP has been used in the manner they suggest.
Sep. 18
In early August, judges convened at The ESOP Association’s headquarters in Washington, DC, to review all entries submitted for the 2023 Annual Awards for Communications Excellence, or the AACE Awards.
The competition for this year’s AACE Awards was fierce, with ESOPs submitting more exceptional entries than in 2022, making the judges’ job much harder. Entries are accepted from TEA members divided into two categories:
The competition for this year’s AACE Awards was fierce, with ESOPs submitting more exceptional entries than in 2022, making the judges’ job much harder. Entries are accepted from TEA members divided into two categories:
Sep. 08
Employee Ownership Foundation’s New ESOP Employee Accelerator Program Teaches Lifelong Business & ESOP Knowledge, Helps Employees Think and Act Like Owners
ESOP Blog, Resource
Oct. 30
The results of this year’s Economic Performance Survey (EPS) show that, once again, companies belonging to The ESOP Association have experienced positive corporate performance.
Just as importantly, the EPS once again shows that when companies perform well, employee owners share in the rewards. And this year, new data reveal a new facet of how ESOP companies distribute those rewards.
Just as importantly, the EPS once again shows that when companies perform well, employee owners share in the rewards. And this year, new data reveal a new facet of how ESOP companies distribute those rewards.
ESOP Blog, Resource
Oct. 26
So, you’re coming to the 2018 Las Vegas Conference and Trade Show, but maybe gambling isn’t your thing. Las Vegas may be home to some of the biggest casinos and hotels in the world – but there are so many other things to do besides gambling. Check out some of our favorite places to visit and activities to do: