The ESOP Association
ESOP Association Resources
Dec. 20
“A truly outstanding record of support for our businesses.” Washington, D.C. – The ESOP Association, the leading organization representing businesses with an Employee Stock Ownership Plan (ESOP) and the 14 million Americans with an interest in an ESOP, is today announcing a major six-figure campaign in support of Rep. Lori Chavez-DeRemer, President-elect Donald Trump’s nominee for Secretary of Labor.
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Dec. 19
In a “fireside chat” at the final general session of the Employee Owned 2024 Conference, Jim Bonham, President and CEO of The ESOP Association (TEA), talked with Lisa Gomez, Assistant Secretary for the Employee Benefits Security Administration (EBSA) at the Department of Labor (DOL), for a rare behind-the-scenes look into her journey of understanding employee stock ownership plans (ESOPs) and her role in shaping their future. The conversation underscored EBSA’s evolving perspective on ESOPs and provided a detailed update on the Adequate Consideration Rule.
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Dec. 11
A few weeks ago, during Employee Owned 2024, The ESOP Association announced several major changes that are underway for the future of the Employee Owned conference in Las Vegas. Perhaps the biggest of these changes is an all-new location starting with EO25. After a long and very successful run at Caesars Palace, the growth of the conference in recent years meant that we had outgrown the space available to us there. However, this problem quickly bloomed into an opportunity, as it allowed us to set a new direction for the conference going forward
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Dec. 10
The ESOP Association is extremely grateful to all the attendees, speakers, and sponsors who helped make Employee Owned 2024 the largest gathering of ESOPs, employee owners and professionals in history.
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Dec. 04
Welcome to your November issue of the ESOP ReportThis month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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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.
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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.
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.
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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.
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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.
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