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The ESOP Association

ESOP Association Resources

Feb. 22
Framework Provided to Dept. of Labor, Congress, and White House as a Model for Fair, Transparent Regulation to Grow ESOPs While Safeguarding Employee Interests
Model Regulation is Work Product of Effort by Leading ESOP Experts and Vetted by Key Stakeholders Across Valuation, Legal, Finance, and Trustee Disciplines
Aug. 09
Notice to Taxpayers is Heavy on Innuendo, Light on Specifics
WASHINGTON, DC – The Internal Revenue Service today 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.
May. 09
The ESOP Association has presented its inaugural Torchlight Award to Colorado Governor Jared Polis for his leadership in advancing employee ownership and employee stock ownership plans (ESOPs) in Colorado.
May. 06
FOR IMMEDIATE RELEASE
May 6, 2022
 
Cedar Rapids-Based, Folience, Named 2022 ESOP Company of the Year
 
May. 06
FOR IMMEDIATE RELEASE
May 6, 2022
 
ESOP Association Announces 2022 Employee Owner of the Year
Sarah Limoges of Admix Inc. Earns Highest Individual Honor for Employee Owners