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Employee Ownership Blog

Matthew Licina

SHARE Plan Act Offers 3% Tax Reduction for Giving Stock to Lower-Paid Employees

The new Share Holder Allocation for Rewards to Employees Plan Act, or the SHARE Plan Act, has been introduced in the House. The bipartisan bill is sponsored by Representatives Tom Suozzi (D-NY) and Mike Kelly (R-PA). The bill would provide a tax reduction for large companies to share ownership broadly with employees.



Corey Rosen

Promotion and Expansion of Private Employee Ownership Act Introduced in Senate

Senators Steve Daines (R-MT) and Maggie Hassan (D-NH), along with a bipartisan group of cosponsors, have introduced the Promotion and Expansion of Private Employee Ownership Act of 2025 (PDF). This is a companion bill to H.R. 3105, introduced by Representatives Mike Kelly (R-PA, chair of the House Ways and Means Committee) and Jimmy Panetta (D-CA). The bill has four components:



Kimberly McCourtney

A Dedicated CFO Track Designed for Today’s Finance Leaders

In an ESOP company, the CFO plays a unique (and critical) role, ensuring financial health, driving value creation, and safeguarding long-term sustainability. From capital structure to compliance, from repurchase planning to strategic growth, the impact of the CFO is far-reaching and can dictate the future of the company.



Corey Rosen

House Hearings Review ERISA Compliance Oversight and Transparency at the DOL

The US House of Representatives Education and Workforce Subcommittee held a hearing on July 22, 2025, on transparency and oversight at the Department of Labor (DOL) Employee Benefits Security Administration (EBSA). The hearing, titled “Restoring Trust: Enhancing Transparency and Oversight at EBSA,” focused on alleged EBSA overreach in enforcing the Employee Retirement Income Security Act (ERISA). EBSA's enforcement includes audits, investigations, and litigation to ensure that companies comply with ERISA's requirements.


Nancy Wiefek

New Study Measures Employee Ownership's Potential

Research Associate Matt Mazewski from the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers has completed an analysis of US Census data on how many privately held firms in the US are “good candidates” for conversion to employee ownership through an ESOP or worker cooperative. He draws upon the US Census Bureau’s Annual Business Survey, County Business Patterns, and Economic Census.