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The ESOP Association

ESOP Association Resources

ESOP Blog, Culture, Communications, National Conference, Keynote, Resource
Apr. 24
Frank Luntz, a world-renowned expert on business communication and political trends, will offer his unique insights on communicating in an employee owner setting at the National Conference in May.

Resource, ESOP Brief, ESOP Benefits, Succession Planning, Tax Benefits, Financing, Leveraged ESOP, Diversification
Jan. 29
A basic guide summarizing the unique benefits Employee Stock Ownership Plans offer to owners, employees, and communities. This ESOP Brief is available to the public as an informational resource.
ESOP Blog, Resource
Dec. 21
Two organizations with significant pull in the business world are focusing their attention on the benefits that ESOPs and employee ownership can bring to disadvantaged communities.
The Aspen Institute Economic Opportunities Program and the Rockefeller Foundation have been working jointly to explore and promote the use of ESOPs and employee ownership in Qualified Opportunity Zones. These 761 zones include distressed communities in all 50 states, the District of Columbia, and five U.S. territories.
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.
ESOP Brief, Tax Benefits, Leveraged ESOPs, ESOP Financing, Resource
Dec. 17
A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.
ESOP Blog, Resource, Government Affairs
Nov. 29
A quick glance at the results of the mid-term elections might leave one feeling that the ESOP community will face challenging days ahead. Certainly the retirement and defeat of key ESOP advocates in Congress—primarily in the House, where tax laws originate—pose a challenge. But there is good news too.
The "Bad" News
First, let’s look at the more challenging news.
We will lose some crucial, long-time ESOP Advocates next year.
ESOP Blog, Resource
Oct. 30
The results of this year’s Economic Performance Survey (EPS) show that, once again, companies belonging to The ESOP Association have experienced positive corporate performance.
Just as importantly, the EPS once again shows that when companies perform well, employee owners share in the rewards. And this year, new data reveal a new facet of how ESOP companies distribute those rewards.
ESOP Blog, Resource
Oct. 26
So, you’re coming to the 2018 Las Vegas Conference and Trade Show, but maybe gambling isn’t your thing. Las Vegas may be home to some of the biggest casinos and hotels in the world – but there are so many other things to do besides gambling. Check out some of our favorite places to visit and activities to do: