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The ESOP Association

ESOP Association Resources

Feb. 24
February 2023 ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
May. 28
COVID-19 Affects Employees’ Mental Health Too
The emotional toll that the COVID-19 pandemic is having on Americans is becoming increasingly and alarmingly clear. New information suggests that ESOP companies may want to train an especially keen eye on the well-being of their employee owners.
May. 28
Washington Alert: Analysis of the PPP Loan Forgiveness Application
On May 15, 2020, the Small Business Administration (SBA) published a Loan Forgiveness Application that provides long awaited information regarding loan forgiveness under the Paycheck Protection Program (PPP). The PPP generally provides that borrowers are eligible for forgiveness of their PPP loans based upon certain qualifying expenses that arise during the eight-week period commencing on the date the loan was funded (which is known as the Covered Period).
May. 13
Washington Alert: Tracking a New Relief Act and Changes to Existing Programs
New funding options may exist for businesses, thanks to a new bill from the House and several potential modifications to existing federal relief programs.
May. 08
Washington Alert: PPP Repayment Deadline Extended by SBA
Companies that received PPP funds now have an extra week to decide if they should give them back.
May. 06
Wilmington Trust Reaches $80 Million Settlement Agreement
An agreement between Wilmington Trust and the DOL pays funds to ESOPs and includes costs for penalties and legal fees.