This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
The ESOP Association
ESOP Association Resources
Feb. 17
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
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.
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.
Apr. 23
Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.
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
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
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.
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.