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The ESOP Association

ESOP Association Resources

Employee Ownership Month, Employee Ownership Foundation, ESOP Association, ESOP Blog, Resource, Employee Resources
Aug. 26
Let us help you spread the word on employee ownership this October.  
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns: 

She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.  
ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
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.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, 1042, Related Party Deduction, Susan Collins, Kelly Ayotte, Gary Shorman, Ali Jamshidi, Missy Pieske
Jan. 07
ESOPS: A truly American invention.