How to use convertible preferred stock in an ESOP.
The ESOP Association
ESOP Association Resources
ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
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, Fiduciary Liability, Trustee, Prohibited Transaction, Self Dealing, Adequate Consideration, Breach, Resource
Dec. 06
A guide to the ERISA rules all ESOP fiduciaries need to know to fulfill their obligations.