The ESOP Association

ESOP Association Resources

Ownership Advantage, Legal Update, Congressional Testimony, Daniel Goldstein, House testimony, Sen. Sanders, ESOP Insurance, Redeem, Recycle
Feb. 27
ESOP Report March 2020
Member Daniel Goldstein testifies before Congress on behalf of The ESOP Association, saying regulations and help with loans must be addressed now.
605
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 Report, Legal Update, Ownership Advantage, Washington Report, Wealth Distribution, Valuation, Social Media, Plan Records, Resource
Jan. 01
ESOP Report January 2019

A pro-ESOP bill is introduced in the Senate.  
187
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Valuation, Beneficiary Designation
Feb. 01
ESOP Report February 2018
The Impact of Tax Reform on ESOP C and S Corporation Business Valuations.
305