The ESOP Association
ESOP Association Resources
Dec. 22
Check out all the great information in the December issue of the ESOP Report, available exclusively to members of The ESOP Association!
Dec. 01
Written in partnership with the Colorado Office of Economic Development & International Trade. Originally published in the September 2021 ESOP Report.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Dec. 01
The ESOP Association and Employee Ownership Foundation have launched a new video series aimed at shedding light on why companies decide to become employee owned, how they initiate their search for information, and the impacts employee ownership has on a business.
Chapter News, Resource
Dec. 31
Recap of the year’s events, including the addition of eight new members, and a look at the Annual Winter Conference and the launch of the new Fall Summit.
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.
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, Dividends, 404(k), Resource
Dec. 20
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.
ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
ESOP Brief, Repurchase Obligation, Resource
Dec. 20
Both S corporation and C corporation ESOP companies must be prepared to pay cash equal in value to stock in a participant’s account, per ERISA distributions rules.