The specialized publications below have been removed from our main publication list and are not being updated; however, they are still available, although sometimes only in digital form. (Contact us at firstname.lastname@example.org if you would like to order a custom printing of 50 or more of a title below that is listed only in digital form.)
Employee Stock Ownership Plans (ESOPs)
Analyzes judicial and regulatory developments affecting ESOPs and 401(k) plans with company stock throughout 2012.
Three case studies written by company leaders who implemented their ESOPs in very different ways, plus an analysis placing these in context.
Describes the importance of hiring and retaining suitable candidates in employee-owned companies and how this can be accomplished.
Issue brief with survey results plus articles on financing and employee communications.
Covers IRS and DOL audits and voluntary compliance programs for ESOP companies.
Discusses ESOP diversification challenges and solutions for private companies.
Articles on issues related to ESOP valuation, ranging from valuing SARs in an ESOP company to valuing an accounting firm's shares.
Discusses legal issues for ESOP fiduciary insurance and practical considerations in buying a policy.
Discusses long-term incentive plans (ranging from cash incentives to equity compensation) and all the issues surrounding their use in ESOP companies, including S corporations.
Summarizes the results of NCEO surveys of ESOP executive compensation and private company equity compensation.
A booklet on valuation issues for ESOP companies.
Describes how warrants are used in leveraged ESOP transactions, plus key corporate finance and federal tax considerations.
Equity Compensation Plans
How to extend stock options, ESPPs, and other plans to a global workforce.
Provides a practical guide to administering equity compensation plans such as stock options.