Featured Publications

Best Practices for ESOP-401(k) Combinations, 2nd Ed.

Updated coverage of the issues that arise when a company sponsors both an ESOP and a 401(k) plan.

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Best Practices for ESOP-401(k) Combinations, 2nd Ed.

Featured Publications

ESOP and 401(k) Plan Employer Stock Litigation Review 1990-2025

Categorizes and summarizes litigation over company stock in ESOPs and 401(k) plans.

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ESOP and 401(k) Plan Employer Stock Litigation Review 1990-2025

Featured Publications

ESOP Regulatory Rulings 1990-2025

Categorizes and summarizes IRS and DOL rulings and regulations on ESOPs and related plans.

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ESOP Regulatory Rulings 1990-2025

Featured Publications

Creating a Sustainable ESOP Distribution Policy

This new book explains how to manage distributions with sustainability in mind.

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Creating a Sustainable ESOP Distribution Policy

ESOP Basics

Cover for An Introduction to ESOPs, 21st Ed.

An Introduction to ESOPs, 21st Ed.
Cover for Employee Ownership Booklet

Employee Ownership Booklet
Cover for S Corporation ESOPs, 4th Ed.

S Corporation ESOPs, 4th Ed.
Cover for Selling to an ESOP and Financing the Deal, 12th Ed.

Selling to an ESOP and Financing the Deal, 12th Ed.
Cover for Understanding ESOPs, 2nd Ed.

Understanding ESOPs, 2nd Ed.
Cover for Using an Employee Ownership Trust for Business Transition

Using an Employee Ownership Trust for Business Transition

Ownership Culture, Committees, & Communication

Cover for Beyond Engagement

Beyond Engagement
Cover for The ESOP Communication Committee Guide, 4th Ed.

The ESOP Communication Committee Guide, 4th Ed.
Cover for The ESOP Communications Sourcebook, 7th Ed.

The ESOP Communications Sourcebook, 7th Ed.

Governance, Compensation, & Valuation

Cover for A Buyer's Guide to Insurance for Fiduciaries of ESOPs and Other Benefit Plans (digital)

A Buyer's Guide to Insurance for Fiduciaries of ESOPs and Other Benefit Plans (digital)
Cover for Acquisition Strategies for ESOP Companies, 3rd Ed.

Acquisition Strategies for ESOP Companies, 3rd Ed.
Cover for Don't Do That with Your ESOP, 3rd Ed.

Don't Do That with Your ESOP, 3rd Ed.
Cover for ESOPs and Corporate Governance, 5th Ed.

ESOPs and Corporate Governance, 5th Ed.
Cover for Executive and Director Compensation in ESOP Companies, 10th Ed.

Executive and Director Compensation in ESOP Companies, 10th Ed.
Cover for Leadership Development and Succession, 2nd Ed.

Leadership Development and Succession, 2nd Ed.
Cover for Questions and Answers on the Duties of ESOP Fiduciaries (digital)

Questions and Answers on the Duties of ESOP Fiduciaries (digital)
Cover for Responding to Acquisition Offers in ESOP Companies, 3rd Ed.

Responding to Acquisition Offers in ESOP Companies, 3rd Ed.
Cover for The DOL Fiduciary Process Agreements for ESOP Transactions

The DOL Fiduciary Process Agreements for ESOP Transactions
Cover for The ESOP Company Board Handbook, 3rd Ed.

The ESOP Company Board Handbook, 3rd Ed.
Cover for The Fiduciary's Guide to ESOP Valuation (digital)

The Fiduciary's Guide to ESOP Valuation (digital)
Cover for The Inside ESOP Fiduciary Handbook, 4th Ed.

The Inside ESOP Fiduciary Handbook, 4th Ed.

Repurchase Obligation & Sustainability

Cover for Creating a Sustainable ESOP Distribution Policy

Creating a Sustainable ESOP Distribution Policy
Cover for Sustainable ESOPs

Sustainable ESOPs
Cover for The ESOP Repurchase Obligation Handbook, 6th Ed.

The ESOP Repurchase Obligation Handbook, 6th Ed.

ESOP Plan Structure and Operations

Cover for Accounting for Leveraged ESOP Transactions (digital)

Accounting for Leveraged ESOP Transactions (digital)
Cover for Innovative ESOP Transaction Structures (digital)

Innovative ESOP Transaction Structures (digital)
Cover for Warrants in ESOP Transactions (Digital)

Warrants in ESOP Transactions (Digital)

Litigation, Rulings, & Plan Termination

Cover for ESOP and 401(k) Plan Employer Stock Litigation Review 1990-2025

ESOP and 401(k) Plan Employer Stock Litigation Review 1990-2025
Cover for ESOP Regulatory Rulings 1990-2025

ESOP Regulatory Rulings 1990-2025
Cover for Terminating an ESOP: Valuation and Fiduciary Issues

Terminating an ESOP: Valuation and Fiduciary Issues

ESOP Special Topics

Cover for An Ownership Tale

An Ownership Tale
Cover for Banks as ESOP Sponsors

Banks as ESOP Sponsors
Cover for Best Practices for ESOP-401(k) Combinations, 2nd Ed.

Best Practices for ESOP-401(k) Combinations, 2nd Ed.
Cover for S Corporation ESOP Traps for the Unwary, 2nd Ed.

S Corporation ESOP Traps for the Unwary, 2nd Ed.

Equity Compensation Basics

Cover for Equity Compensation for Limited Liability Companies (LLCs), 3rd Ed.

Equity Compensation for Limited Liability Companies (LLCs), 3rd Ed.
Cover for The Decision-Maker's Guide to Equity Compensation, 3rd Ed.

The Decision-Maker's Guide to Equity Compensation, 3rd Ed.

Equity Compensation Advanced

Cover for Accounting for Equity Compensation, 21st Ed.

Accounting for Equity Compensation, 21st Ed.
Cover for Equity Alternatives: Phantom Stock, SARs, Restricted Stock, Performance Awards, and More, 22nd Ed.

Equity Alternatives: Phantom Stock, SARs, Restricted Stock, Performance Awards, and More, 22nd Ed.
Cover for GPS 2024 4-in-1 Volume

GPS 2024 4-in-1 Volume
Cover for Selected Issues in Equity Compensation, 21st Ed.

Selected Issues in Equity Compensation, 21st Ed.
Cover for The Stock Options Book, 25th Ed.

The Stock Options Book, 25th Ed.