ESOP Association Resources

In June, more than 120 ESOP CFOs and their guests gathered in Park City, Utah, for The ESOP Association’s first-ever CFO Summit. This groundbreaking experience brought together ESOP finance leaders from across the country for focused discussions, expert-led panels, and valuable networking opportunities, all designed to tackle the unique challenges faced by CFOs in the current economic climate.

Calling senior ESOP finance leaders: The ESOP Association will convene the first ever annual CFO

Welcome to your March issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

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.

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.

A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.

A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.