The ESOP Association
ESOP Association Resources
Nov. 14
I’m sure you won’t be surprised when I make the statement “ESOPs are unique”. An ESOP is not like other privately held companies, and it’s definitely not like a publicly traded company. This is because ESOP employees are not just employees, they are also owners. Owners expect (and deserve) different things from their company and likewise, the company should expect a different level of engagement when sharing ownership.
Nov. 09
SYNTHETIC EQUITY SERIES – PART THREE OF THREE
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs. The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards. The second article defined and described common forms of synthetic equity for 409(p) purposes. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs. The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards. The second article defined and described common forms of synthetic equity for 409(p) purposes. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
Nov. 07
Happy Employee Ownership Month! It’s a special time for a special community. Employee owners nationwide celebrate with tremendous pride. It’s a great time to reflect on the 11 million-plus employee owners in America who not only enjoy the individual benefits that accompany employee ownership, but also the contributions to communities and the social good that employee ownership adds. We know we have a cause worth celebrating but also one – in the very nature of employee ownership – worth sharing.
Nov. 02
From Oregon to Massachusetts and from Minnesota to Florida, TEA’s Chapter team logged some serious miles in October, hosting chapter and regional fall conferences across America.
Apr. 28
Shortly after college, what started as a casual interest in employee ownership, turned into a lifetime career and journey that has paid many dividends to me as well as other employee owners.
Apr. 28
We’re only three weeks away from TEA National Conference 2023, the premier event for ESOP culture, communications, and advocacy!
Planning on joining us in Washington, DC but haven’t registered yet? Please sign up today as we are getting close to capacity for this unique annual event that combines our world-class education and networking with political action and the opportunity to meet your members of Congress.
Planning on joining us in Washington, DC but haven’t registered yet? Please sign up today as we are getting close to capacity for this unique annual event that combines our world-class education and networking with political action and the opportunity to meet your members of Congress.
Apr. 21
Is your ESOP providing the promised employee motivation, enhanced customer satisfaction and improved profitability? If no, you’re not alone. While studies have demonstrated ESOPs can be powerful tools to strengthen company performance and employee morale and retention, these results are only achieved if stock ownership is combined with a strong employee-owned culture.
It’s never too late to start or improve the tools you use to get the most out of shared ownership.
It’s never too late to start or improve the tools you use to get the most out of shared ownership.
Apr. 16
Canada’s employee ownership proposal, writes Graeme Nuttall and James Bonham, appears to ignore clear evidence of what has worked in the U.S. and U.K. — but there’s time to fix it.
We have witnessed a recent surge in business transitions toward employee ownership in both the United Kingdom and the United States.
We have witnessed a recent surge in business transitions toward employee ownership in both the United Kingdom and the United States.
Apr. 14
March was a busy month for TEA’s Chapter Program, which sprang into the new year with in-person conferences and events throughout the nation! In March alone TEA Chapter Officers, Programming Committees, and Chapter Executives hosted a total of 18 Chapter events, with more to come in April.
Apr. 07
Last year was an extraordinary year for the advocacy efforts of The ESOP Association. But like most good things, it took the work and resources of many to make it happen. I would like to take this opportunity to extend a most heartfelt word of gratitude to a handful of Association members who stepped forward last year to help fund a special working group project of the Corporate Council that will benefit the entire community.