ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >
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 >
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Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products.
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500.
Congratulations Caryn and Greg!