The ESOP Association

ESOP Association Resources

COVID-19, remote work, hoteling, third shift
Apr. 27
As companies mull how to return to work, they may want to consider ways that the workplace may need to shift and adapt to the COVID-19 pandemic. Here are some thoughts about how the future may look.
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Ownership Advantage, Legal Update, Washington Report, Jodi Lamb, Kevin Korenthal, ESOP Contributions, Allocations, Nydia Velazquez, ESOP PAC, SRCC Meeting
Jan. 30
ESOP Association makes a strategic investment in chapter support. 
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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.
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ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
How to use convertible preferred stock in an ESOP.
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ESOP Brief, Leveraged ESOPs, Non-leveraged ESOPs, Financing, Resource
Dec. 19
This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.
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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.
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