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)
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.
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.
Sample plan documents and brief explanations for employee stock option and stock purchase plans (includes CD).
Provides a practical guide to administering equity compensation plans such as stock options.