The ESOP Association

ESOP Association Resources

Ownership Advantage, Legal Update, Congressional Testimony, Daniel Goldstein, House testimony, Sen. Sanders, ESOP Insurance, Redeem, Recycle
Feb. 27
ESOP Report March 2020
Member Daniel Goldstein testifies before Congress on behalf of The ESOP Association, saying regulations and help with loans must be addressed now.
605
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, Velazquez, Chabot, Minor Beneficiaries
Mar. 01
ESOP Report March 2018
Pro-ESOP bill H.R. 5236 is passed quickly, unanimously by House committee.
306
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Repurchase Obligation Study, Tax Reform, Overvaluation
Sep. 01
ESOP Report September 2017
SJE-Rhombus, 2017 ESOP Company of the Year.
300