Recap of the Spring Conference; welcome to our newest members; this month’s featured member; chapter ESOP Company of the Year and Employee Owner of the Year; legislative update; list of upcoming events.
The ESOP Association
ESOP Association Resources
Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events.
Chapter News, Resource
Dec. 31
Recap of the year’s events, including the addition of eight new members, and a look at the Annual Winter Conference and the launch of the new Fall Summit.
ESOP Brief, Dividends, 404(k), Resource
Dec. 20
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
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.
ESOP Brief, Tax Benefits, 1042, Dividends, Resource
Dec. 17
A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.
ESOP Brief, Tax Benefits, 1042, Dividends, Why Sell to an ESOP, Resource
Dec. 17
A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.
Chapter News, Resource
Sep. 30
Recapping a Congressional visit at Newport Harbor Corporation; update on the chapter Fall Conference; list of upcoming events.
Chapter News, Resource
Jul. 31
Legislative meetings at Annual Conference; legislation update; legislative handouts.
Chapter News, Resource
May. 31
Chapter ESOP Company of the Year; Chapter Employee Owner of the Year.