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The Iowa legislature recently passed a bill appropriating $500,000 per year to help offset the costs of determining whether an ESOP is an appropriate strategy for the business owner, the company, and the employees.

In April, the IRS released an "issue snapshot" on how to prevent violations of Code Section 409(p), the part of the Internal Revenue Code designed to prevent the

The IRS has announced COLA (cost of living adjustment) changes for 2022 retirement plan limits, with several changes of interest to ESOPs.

The IRS clarified at an American Bar Association conference that its new focus on ESOPs extends only to abusive schemes involving high-income taxpayers.

In General Legal Advice Memo 2019-03, the IRS ruled that payments from a company to a former employee under an ESOP price protection plan are

The IRS issued a news release on August 9 stating that as part of “an expanded focus on ensuring high-income taxpayers pay what they owe,” it was warning “businesses and ta

Writing in the Intercept, reporter Rachel Cohen reviewed the year in employee ownership politics and legislation. She noted the long-time advocacy by Sen.

We're thrilled to announce our highly anticipated 1.5-day seminar Is an ESOP Right for You? in Dallas, TX, from February 5-6, 2024. This event will provide entrepreneurs, business owners, and HR professionals with comprehensive insights into ESOP transaction structures, plan design, financing, and more in response to the expanding ESOP landscape.

The NCEO kicked off 2023 with a bang! Two weeks ago, we held our first feasibility meeting of the year in Portland, Oregon.

On February 25th, I sat down with Onex, Inc. President Ashleigh Walters, who shared her ESOP story.