The ESOP Association

ESOP Association Resources

ESOP Brief, Dividends, 404(k), Resource
Dec. 20
ESOP Brief #17 - ESOP Dividends
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.
163
ESOP Brief, Tax Benefits, 1042, Dividends, 404(k), 409(p), Resource
Dec. 17
ESOP Brief #13 - ESOPs and S Corporations
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.
157
ESOP Brief, Tax Benefits, 1042, Dividends, Resource
Dec. 17
ESOP Brief #3 - Tax Advantages for Business Planning
A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.
143
ESOP Brief, Tax Benefits, 1042, Dividends, Why Sell to an ESOP, Resource
Dec. 17
ESOP Brief #4 - The ESOP Tax-Free Rollover
A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.
145
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Arbitration, Plan Termination, Economic Performance Survey, EBSA
Aug. 01
ESOP Report August 2018
Meet Luke Deets, 2018 Employee Owner of the Year.
313
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP PAC, Former Employee
Jul. 01
ESOP Report July 2018
The ESOP Association takes ESOP advocacy overseas.
311
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, C Corporations, AACE Winners, Annual Conference
Jun. 01
ESOP Report June 2018
The Annual Conference confirms that we are all Better Together.
310
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP Communication Committee, Fitz-Gerald
May. 01
ESOP Report May 2018
One ESOP bill passes in the House, another is introduced in the Senate. 
309
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP PAC, Distribution, SBA, Foundation, Stock Sale, Asset Sale, Voluntary Correction Program
Apr. 01
ESOP Report April 2018
Congress takes two actions in support of ESOPs.
308
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Velazquez, Chabot, Minor Beneficiaries
Mar. 01
ESOP Report March 2018
Pro-ESOP bill H.R. 5236 is passed quickly, unanimously by House committee.
306