A 1042 Election can have significant tax advantages for the seller to an ESOP, but there are strict requirements related to this election, as well. Learn More >
Some feel that in the coming decades the ownership to be promoted will be an employee’s ownership in his or her employer – through Employee Stock Ownership Plans (ESOPs). Learn More >
A unique problem arises when the owners of a company are ready to sell more shares to the ESOP, and they want the ESOP to borrow money in order to purchase the shares. Learn More >
A new Accounting Standards Update reaffirms the indefinite deferral of disclosures that were scheduled to take effect on Form 5500 filings for 2012. Learn More >
When we perform an ESOP feasibility study for a client that already has the successor management in place, and has available a certain amount of cash flow to apply toward buying out... Learn More >
Employers express various concerns when they consider establishing an Employee Stock Ownership Plan (ESOP). Learn More >
We’ve heard some interesting discussion recently about several ways attorneys have structured these sales; and we thought it was worth sharing. Learn More >
What are the advantages to using a leveraged Employee Stock Ownership Plan (ESOP) to create that market instead of looking for an outside buyer for the stock? Learn More >
Most companies that sponsor an Employee Stock Ownership Plan (ESOP) also sponsor a separate 401(k) plan. Learn More >
The Internal Revenue Service made it clear that the right to be invested in employer stock is not a protected benefit. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A checklist of tasks to review and approve hardship withdrawals.
View the employee benefit indexed limitations for the 2018 plan year, released by the IRS.
Today we hosted our second Client Appreciation Breakfast Workshop!