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.
The ESOP Association
ESOP Association Resources
Feb. 17
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
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
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
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
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Nov. 28
This month's issue of the ESOP Report includes a recap of the 2022 Employee Owned Conference with a special feature on the 2022 AACE Award Winners.
Nov. 16
The AACE Awards honor and celebrate the year’s greatest achievements in ESOP and employee ownership communications. Communicating and engaging with our employee owners is essential to a company's success. The AACE program has highlighted the most innovative, and best, practices nationwide.
The ESOP Association recognizes the ESOPs leading the way in communicating with employee owners, our communities, our elected officials, and other major stakeholders. This year’s winners displayed amazing creativity.
The ESOP Association recognizes the ESOPs leading the way in communicating with employee owners, our communities, our elected officials, and other major stakeholders. This year’s winners displayed amazing creativity.
Apr. 30
An Initial Look at President Biden’s Proposals
Wednesday, President Biden introduced the nation to his American Jobs Plan and Made in America Tax Plan -- plans that seek to alter the federal tax structure, boost America’s infrastructure, and address issues related to families. We have conducted an initial review of these proposals, specifically the tax changes, to consider their effects on the ESOP community. Below are some observations on how these proposed changes, as currently presented, may affect ESOPs.
Wednesday, President Biden introduced the nation to his American Jobs Plan and Made in America Tax Plan -- plans that seek to alter the federal tax structure, boost America’s infrastructure, and address issues related to families. We have conducted an initial review of these proposals, specifically the tax changes, to consider their effects on the ESOP community. Below are some observations on how these proposed changes, as currently presented, may affect ESOPs.
Apr. 23
Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.
Apr. 15
Inside this issue:
Spring meeting.
Biden Administration nominations
Employee Owners, Jobs, and the Local Community
Calendar of Events
Update on spring visits to Capitol Hill during the National Conference
Spring meeting.
Biden Administration nominations
Employee Owners, Jobs, and the Local Community
Calendar of Events
Update on spring visits to Capitol Hill during the National Conference