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.
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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Mar. 29
Certain factors are likely to garner high levels of attention from valuation advisors. Whether you’re an employee-owner, a key decision maker, an ESOP trustee, or an ESOP advisor, you can expect to see increased emphasis on the following six major themes during this valuation update cycle
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Mar. 22
One of the largest projects of the year for your Association is just that – building A New Policy Agenda and making our plans to see it through.
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Mar. 08
Advocacy Academy, ESOP Advocacy Day, New Town Halls, High Impact Keynote Speakers, and 60+ Learning Sessions. Virtual and In-Person!
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Dec. 01
Written in partnership with the Colorado Office of Economic Development & International Trade. Originally published in the September 2021 ESOP Report.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
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Dec. 01
The ESOP Association and Employee Ownership Foundation have launched a new video series aimed at shedding light on why companies decide to become employee owned, how they initiate their search for information, and the impacts employee ownership has on a business.
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COVID-19, remote work, hoteling, third shift
Apr. 27
As companies mull how to return to work, they may want to consider ways that the workplace may need to shift and adapt to the COVID-19 pandemic. Here are some thoughts about how the future may look.
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