The ESOP Association

ESOP Association Resources

Apr. 30
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.
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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
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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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Ownership Advantage, Legal Update, Congressional Testimony, Daniel Goldstein, House testimony, Sen. Sanders, ESOP Insurance, Redeem, Recycle
Feb. 27
Member Daniel Goldstein testifies before Congress on behalf of The ESOP Association, saying regulations and help with loans must be addressed now.
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Feb. 21
Washington, DC, Feb. 20, 2020—The ESOP Association is pleased that employee ownership arose in the Democratic party Presidential debate last night and that multiple candidates were able to vocalize their support. We believe more Americans need to know about and participate in employee ownership—especially ESOPs, which are the largest and most common form of employee ownership—and would encourage greater discussion about this important form of business ownership in America.
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Department of Labor, Adequate Consideration
Feb. 12
Daniel Goldstein, President and CEO of Folience, testified on behalf of The ESOP Association before the House Committee on Small Business. Feb. 12, 2020.
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Advocacy, Adequate Consideration
Feb. 12
The following written testimony was provided by Daniel Goldstein, President and CEO of Folience, to the Feb. 12, 2020 hearing of the House Committee on Small Business.
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Advocacy, Department of Labor
Feb. 12
TEA member Daniel Goldstein, President and CEO of Folience, testified on behalf of The ESOP Association at a Feb. 12, 2020 hearing of the House Committee on Small Business. Read More >
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