The ESOP Association

ESOP Association Resources

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.
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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.
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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.   
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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.
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Chapter News, Resource
Apr. 30
Recap of the New England Chapter Spring Conference; congratulations to D.M.H. Electrical Contractors for becoming 100 percent employee owned; planning for Congressional visits during the Annual Conference in Washington, DC; list of upcoming events. 
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Chapter News, Resource
Apr. 30
Palmer & Sicard visits Hypertherm for networking and an equipment demonstration; list of upcoming events; call to action for May visits to Capitol Hill. 
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ESOP Blog, Culture, Communications, National Conference, Keynote, Resource
Apr. 24
Frank Luntz, a world-renowned expert on business communication and political trends, will offer his unique insights on communicating in an employee owner setting at the National Conference in May.


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Press Releases, Resource
Apr. 12
 

WASHINGTON, April 12, 2019 - The ESOP Association applauds Representatives Ron Kind (D-WI-3) and Jason Smith (R-MO-8), who earlier this week introduced pro-Employee Stock Ownership Plan (ESOP) bill H.R. 2258. The measure, which seeks to encourage the formation of ESOPs, is the House companion to S.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Distribution Delays, Constellis, Advocacy, National Conference, Resource
Apr. 01
Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.
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