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The ESOP Association

ESOP Association Resources

ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Stock Drop Cases, Advocacy, Gary Shorman, Ali Jamshidi, Karen Ellis, DOL, Resource
May. 01
ESOP Report May 2019

Rep. Guthrie elicits key on-the-record comments from Labor Secretary Acosta.  

ESOP Brief, Dividends, 404(k), Resource
Dec. 20
ESOP Brief #17 - ESOP Dividends
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.
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.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Control Premiums, ESOP Loan, Fiduciary Rule, Gary Shorman, Butler, Becker
Feb. 01
ESOP Report February 2017
A cure for political disagreement.
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
ESOP Report July 2017
ESOPS: A truly American invention.