Find upcoming presentations, industry seminars, conference appearances, CPE events, and symposiums near you!
The SECURE 2.0 Act of 2022 affects ESOPs in a number of ways. Read on for highlights including cash-out limits, increased catch-up limits, and more.
Individuals enrolled in ESOPs should understand their plan’s diversification provisions. Read on for things to know about ESOP diversification.
A C corporation ESOP does not have the same tax benefits as an S corporation ESOP. Learn more by watching the video from Chad Lewis.
If you are considering an ESOP transaction, you may want to consult with a tax professional the year prior to the ESOP transaction to evaluate opportunities to defer income. Learn more by watching the video from Chad Lewis.
An ESOP can help construction companies with succession planning while providing tax benefits and employee motivation. Read on for more details.
The Consolidated Appropriations Act of 2023 is an omnibus spending bill that was signed into law on December 29, 2022. This spending bill contains a number of provisions expected to have a positive impact on employee stock ownership plans (ESOPs)…
ESOP-owned companies may choose from a variety of incentives to help attract and retain key leaders. Read on for details on establishing an ISO plan.
The 2022 ESOP Association Conference in Las Vegas featured a quality keynote speaker and several sessions on ESOPs. Read on for a recap.
This complimentary webinar will examine the benefits an ESOP can provide to the seller, company, and employees.
The 2022 ESCA Federal Policy Conference and Lobby Day was held in person in September for the first time in three years. Read on for details.