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The ESOP Association

ESOP Association Resources

Feb. 24
February 2023 ESOP Report
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.
Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
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
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
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
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Jun. 28
June 2022 ESOP Report
Welcome to the June issue of the ESOP Report - find the latest ESOP news, tips, topics, and more!
Jun. 24
Senator Van Hollen Visits International Employee Ownership Center
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
House Appropriations Committee Considering Bill to Direct SBA to Act in Support of Employee Ownership
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.  
Jun. 22
Senate Finance Committee Passes Retirement Security Legislation
Senate Finance Committee passes the Enhancing American Retirement Now (EARN) Act, which includes a provision partially expanding section 1042 tax deferral to ESOPs that are S-corporations. The EARN Act section 1042 provision matches a similar provision in the Securing a Strong Retirement Act (H.R 2954) which passed the House of Representatives in March.  The bill passed the Senate Finance Committee with unanimous support.
Jun. 17
Enhancing American Retirement Now Act Released
The Senate Finance Committee today released a summary of the Enhancing American Retirement Now (EARN)