There are various tax incentives to encourage companies to consider an ESOP. This Brief discusses an employer’s ability to use tax deductible funds to service ESOP debt and the advantages of deductible cash dividends.
The ESOP Association
ESOP Association Resources
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.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, DOL, Foundation, Compliance Testing, Communication, EBSA, Employee Ownership Month
Jan. 10
Shifting views on personal property just might open the door to greater employee ownership.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, TPA, Communication, Foundation, Kelso Fellows
Jan. 01
A report from the 2018 Kelso Workshop.
Blog
Employee ownership has the power to do something business leaders and management professionals have sought for many years: tightly aligning the interests of employees with those of the business.
Blog
While it typically comes at no cost to employees, employee ownership is not a handout. It is way to share the rewards of capitalism with those who help companies succeed.