Recap of the Spring Conference; welcome to our newest members; this month’s featured member; chapter ESOP Company of the Year and Employee Owner of the Year; legislative update; list of upcoming events.
The ESOP Association
ESOP Association Resources
Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events.
Chapter News, Resource
Dec. 31
Recap of the year’s events, including the addition of eight new members, and a look at the Annual Winter Conference and the launch of the new Fall Summit.
ESOP Brief, Tax Benefits, 1042, Dividends, 404(k), 409(p), Resource
Dec. 17
S corporation election can result in substantial tax savings at the corporate level, but some factors may not make S election viable for all companies.
ESOP Brief, Tax Benefits, 1042, Dividends, Resource
Dec. 17
A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.
ESOP Brief, Tax Benefits, 1042, Dividends, Why Sell to an ESOP, Resource
Dec. 17
A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.
Chapter News, Resource
Sep. 30
Recapping a Congressional visit at Newport Harbor Corporation; update on the chapter Fall Conference; list of upcoming events.
Chapter News, Resource
Jul. 31
Legislative meetings at Annual Conference; legislation update; legislative handouts.
Chapter News, Resource
May. 31
Chapter ESOP Company of the Year; Chapter Employee Owner of the Year.
Chapter News, Resource
Jan. 31
Review of 2017 government relations efforts.