ESOP reshuffling is a tool you can use to manage your ESOP repurchase obligation and get stock to the so-called ESOP "Have Nots."
TRANSCRIPT
Speaking of benefits, this is Kevin Long. In this episode, we're going to talk about tools you can use to manage your ESOP repurchase obligation and ...
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About Kevin Long
ESOPs: The Three Types
This article will acquaint you with the utility of the ESOP as both a technique of corporate finance and an employee benefit plan. It is important to note, however, that there are other employee benefit plans that can be used to invest in stock of the employer sponsor. There are profit ...
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ESOP Distributions: Problems To Avoid
Any ESOP attorney or consultant can tell you that ESOP distributions can be the most complex and challenging area of ESOP design and administration. As discussed in detail in our articles Designing And Drafting ESOPs[1], and Avoiding ERISA Liability Issues In ESOP Repurchase Liability Planning[2], ...
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ESOP Succession Planning: Aren’t ESOPs Expensive?
For those considering ESOP succession planning, Kevin Long compares the cost of an ESOP with a conventional third-party sale, and how selling to an ESOP can actually cost much less.
Transcript:
As ESOP attorneys, we hear this question all the time. Aren't ESOPs expensive? Aren't they ...
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ESOP: How It Differs From Other Retirement Plans
ESOPs are retirement plans. As such, ESOPs are required to follow all the basic rules for tax qualification and non-discrimination that other retirement plans such as 401(k)s must follow. As in a 401(k) plan, participants can roll their ESOP distributions over to another qualified plan.
Aside ...
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ESOP Succession Planning: Two Reasons It Might Be Right For You
Broadly speaking, ESOP succession planning is a great option for companies looking to accomplish one of two goals — an owner exit strategy and employee benefits planning. And the great thing about an ESOP is that it can often accomplish both of those goals if it’s designed well. Here are some ...
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ESOP Tax Benefits And Flexibility: Strong Advantages For Sellers
ESOP tax benefits for selling shareholders can be significant and it can take on many forms depending on the seller(s)' goals.
Tax Benefits For C Corporation Owner
An owner of a C corporation can defer tax on the sale of stock as long as the ESOP buys at least 30% of the company and the ...
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Two Truths About Establishing An Equity Compensation Plan That Are Imperative To Its Success
We hear over and over from our clients and referral sources looking for solutions to long-term equity incentive compensation planning "I'd like to compensate my employees in stock to incentivize them and motivate them to help grow the company." This is not just limited to our practice in the Silicon ...
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The Two Main Takeaways From 2017’s ESOP Conferences
We have a dedicated purpose to maintain and continue to develop our position as thought leaders in the ESOP arena to meet the ever changing and evolving needs of our clients. This is not a static area in which we practice. It's very dynamic and subject to change. The only way to stay on top is to ...
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