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The ESOP Association

ESOP Association Resources

Jul. 05
Join Your Fellow ESOP Leaders August 20-22 in Sonoma for TEA’s CEO Summit
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit! 
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today. 
Here’s how last year’s attendees described the CEO Summit:
Dec. 29
The Consolidated Appropriations Act of 2023 (P.L. 117-328) includes the Worker Opportunity, Readiness and Knowledge (WORK) Act, sponsored by Senators Bernie Sanders (I-VT) and Jerry Moran (R-KS), which creates the Employee Ownership Initiative at the DOL to promote employee ownership and directs the DOL to provide formal guidance on the vital issue of properly valuing shares of company stock to be bought by an ESOP– a key rule long missing from the ESOP regulatory landscape. The law included new provisions allowing S corporation ESOPs limited use of section 1042 tax deferral.
Dec. 21
Happy Holidays from Your Friends at The ESOP Association!
The ESOP Report will return in early January 2023 with all the news, content, and announcements you expect from The ESOP Association.
Dec. 20
Congressional negotiators early this morning released the Consolidated Appropriations Act of 2023 which includes numerous top priority provisions sought by The ESOP Association on behalf of its membership.
Dec. 14
The ESOP Association released the following statement on the unexpected passing of Will Raap, a visionary leader in employee ownership, organic gardening, and locally sourced and sustainable food.
Dec. 07
The ESOP Association has been working with Congress during this congressional session on bipartisan retirement security legislation.  That important legislation – which includes provisions that affect every ESOP and employee ownership in general – is being considered in the final days of the current Congress.  If this bill, which was painstakingly negotiated and enjoys broad bipartisan support, doesn’t pass now, the entire legislative process must start over next year. 
Employee Owned
Dec. 02
Thank you to the more than 2,000 employee owners and ESOP professionals who attended Employee Owned 2022 at Caesars Palace in Las Vegas!
Jun. 28
Welcome to the June issue of the ESOP Report - find the latest ESOP news, tips, topics, and more!
Jun. 24
Senator Van Hollen is a strong supporter of ESOPs and it was our pleasure to host him at the International Employee Ownership Center for an event. Employee owners in Maryland should be proud of his advocacy on their behalf.
Jun. 23
Employee ownership is continuing to see support in Congress, coming off two huge wins in the U.S. Senate.  This time the House Appropriations Committee is considering a bill that would continue to direct the Small Business Administration to act in support of employee ownership.  This effort continues the drumbeat in Congress, led by The ESOP Association, supporting employee ownership.  Details are below.