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

Rep. Guthrie elicits key on-the-record comments from Labor Secretary Acosta.  
183
ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
176
ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
164
ESOP Brief, ESOP Plan Design, Repurchase Obligation, Resource
Dec. 17
A summary of the key steps involved in designing and implementing an ESOP for a privately held company.
142
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Letitia James, Repurchase Liability, Cindy Turcot, ESOP Plan Design
Jun. 01
Can ESOPs help keep companies in business in New York City?
297
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.
298