The ESOP Association

ESOP Association Resources

ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
ESOP Brief #23 - Convertible Preferred Stock & ESOPs
How to use convertible preferred stock in an ESOP.
172
ESOP Brief, Leveraged ESOPs, Non-leveraged ESOPs, Financing, Resource
Dec. 19
ESOP Brief #16 - ESOP Accounting
This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.
162
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
ESOP Brief, Tax Benefits, Leveraged ESOPs, ESOP Financing, Resource
Dec. 17
ESOP Brief #5 - ESOP Financing
A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.
146
ESOP Brief, Fiduciary Liability, Trustee, Prohibited Transaction, Self Dealing, Adequate Consideration, Breach, Resource
Dec. 06
ESOP Brief #19 - ESOP Fiduciary Rules
A guide to the ERISA rules all ESOP fiduciaries need to know to fulfill their obligations.
166
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, C Corporations, AACE Winners, Annual Conference
Jun. 01
ESOP Report June 2018
The Annual Conference confirms that we are all Better Together.
310