The ESOP Association

ESOP Association Resources

ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
ESOP Brief #28 - Valuing Synthetic Equity
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
176
ESOP Brief, Tax Benefits, 1042, Dividends, 404(k), 409(p), Resource
Dec. 17
ESOP Brief #13 - ESOPs and S Corporations
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.
157
ESOP Brief, ESOP Plan Design, Repurchase Obligation, Resource
Dec. 17
ESOP Brief #2 - How to Establish an ESOP
A summary of the key steps involved in designing and implementing an ESOP for a privately held company.
142
ESOP Brief, Tax Benefits, 1042, Dividends, Resource
Dec. 17
ESOP Brief #3 - Tax Advantages for Business Planning
A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.
143
ESOP Brief, Tax Benefits, 1042, Dividends, Why Sell to an ESOP, Resource
Dec. 17
ESOP Brief #4 - The ESOP Tax-Free Rollover
A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.
145
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, TPA, Communication, Foundation, Kelso Fellows
Jan. 01
ESOP Report January 2018
A report from the 2018 Kelso Workshop.
304
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Nov. 01
ESOP Report November 2017
Time for change at the Department of Labor.
302
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Oct. 01
ESOP Report October 2017
Responding to a hurricane, the ESOP way.
301
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Letitia James, Repurchase Liability, Cindy Turcot, ESOP Plan Design
Jun. 01
ESOP Report June 2017
Can ESOPs help keep companies in business in New York City?
297
Resource, ESOP Research, Legal Update, Ownership Advantage, Washington Report, President's Page, Coaching, Data Errors, Kelso Fellows, Foundation, H.R. 2092, S. 1212
Apr. 01
ESOP Report April 2017
A new pro-ESOP bill is introduced in the House.
295