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The Employee Ownership Action Network (EOAN) is a free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
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“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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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
Jul. 31
On a very strong 24-2 bipartisan vote, the Senate Appropriations Committee has passed the Labor, Health and Human Services, Education and Related Agencies Appropriations Bill for the 2024 Fiscal Year that begins October 1. As one of 12 annual spending bills Congress must pass before the end of September, this is the initial step in funding the U.S. Department of Labor for the next year.
Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
Jul. 20
One of the best ways to build a relationship with and help educate your Member of Congress on ESOP issues is to invite them to visit your company. And as nearly all Members are working from their home districts throughout the month of August, now is the time to schedule those visits.
Jul. 18
Mid-summer brings with it a regular cadence for most businesses and employees. For families, school is out, summer programs have begun, and vacations are on the calendar. For many businesses, summertime brings seasonal accelerations as well. Construction of all types is well under way to hit deadlines while the sun is shining. Hospitality and entertainment are in full swing, as more Americans are out and about in the nice weather.
Jul. 12
NEW Advocacy and Employee Ownership Month (EOM) Resources Exclusively for TEA Members
Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!
Advocacy Webinar Series
Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!
Advocacy Webinar Series
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