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Kevin Long

Home > Resources > Authored by Kevin Long

About Kevin Long

Kevin has personally worked on every one of our 400 ESOP cases. Designing new ESOPs or assuring sustainability for existing ESOPs, he guides companies to achieve goals with their benefit plans in a tax-advantaged manner while incentivizing their employees to greater productivity.
Learn More About Kevin

ESOP

September 23, 2020

Finally! Pre-approved ESOP Plan Documents to Make Your Life Easier

Historically, ESOPs were custom written documents produced by lawyers, which had to be submitted to the Internal Revenue Service for approval. These documents could be costly to amend and maintain. With the arrival this summer of IRS pre-approved “checklist driven” ESOP documents (similar to 401(k) ...
[Read more] about Finally! Pre-approved ESOP Plan Documents to Make Your Life Easier

ESOP

ESOP

June 29, 2020

ESOPs Can Help Narrow Racial Wealth Gaps

It is highly researched and widely known that too much of the country’s capital wealth is concentrated in the hands of too few. Furthermore, Black Americans face greater systemic barriers to building wealth beyond the need for a decent wage. Employee ownership in companies could, and should, lower ...
[Read more] about ESOPs Can Help Narrow Racial Wealth Gaps

ESOP

ESOP

May 29, 2020

Highlights from NCEO Employee Ownership Conference

Homeschooling at the National ESOP Conference? As they say, you should never let a good crisis go to waste. Teaching and learning at home can be an added strain on employees and business owners. However, a well-executed pivot by the National Center for Employee Ownership (NCEO) in just a matter of ...
[Read more] about Highlights from NCEO Employee Ownership Conference

ESOP

ESOP Podcast

March 10, 2020

ESOPs Create More Valuable Companies

In this podcast, Kevin Long talks about how participatory management in an Employee Stock Ownership Company can strengthen the company for eventual sale to a third party. Transcript If you're thinking about an eventual exit or succession plan for your company, you really should be talking ...
[Read more] about ESOPs Create More Valuable Companies

ESOP

ESOP Podcast

December 12, 2019

ESOP Reshuffling – Getting Stock To The “Have Nots”

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 ...
[Read more] about ESOP Reshuffling – Getting Stock To The “Have Nots”

ESOP ESOP,  ESOP Attorney

ESOP

June 29, 2019

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 ...
[Read more] about ESOPs: The Three Types

ESOP ESOP,  ESOP Attorney,  ESOP Lawyer

ESOP

May 24, 2019

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], ...
[Read more] about ESOP Distributions: Problems To Avoid

ESOP ESOP,  ESOP Attorney,  ESOP Lawyer

ESOP Podcast

March 13, 2019

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 ...
[Read more] about ESOP Succession Planning: Aren’t ESOPs Expensive?

ESOP ESOP,  ESOP Attorney,  ESOP Lawyer,  Podcast

ESOP

February 20, 2018

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 ...
[Read more] about ESOP: How It Differs From Other Retirement Plans

ESOP Video

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