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Home > Resources > Authored by Kevin Long

Kevin Long

ESOP

ESOP Share Distributions: “Recycle” Or Redeem?

You have choices when it comes to distributing ESOP benefits to participants. Do you distribute shares from the plan that the company immediately redeems from the participant? Or, do you keep the shares in the plan by recycling them among the ...
[Read more] about ESOP Share Distributions: “Recycle” Or Redeem?

ESOP

ESOP Companies: Should You Elect S Corporation Status?

Here's the analysis you need to figure out whether electing S corporation status makes sense for your ESOP company. We look at built-in gain, LIFO/FIFO, tax attributes and more. You'll still want to talk to your CPA, but this article will give you ...
[Read more] about ESOP Companies: Should You Elect S Corporation Status?

ESOP

ESOP Reshuffling – Good For Everyone On Deck … And Off

There are a variety of options for ESOP companies looking to maximize stock allocations to active participants, minimize stock allocations to terminated participants, and efficiently use the cash within the trust to accomplish these ...
[Read more] about ESOP Reshuffling – Good For Everyone On Deck … And Off

Retirement Plans

Plan Amendments: ‘How To’s’ Of Plan Administration

Improperly amending a retirement plan can jeopardize the plan's tax-qualified status. For health benefit plans or other welfare plans, it can be the prospect of a recovery for the plaintiff's lawyers seeking benefits for their individual ...
[Read more] about Plan Amendments: ‘How To’s’ Of Plan Administration

ESOP

ESOP Restatements And Submissions … Making The Most Of Your Relationship With The IRS?

By now, all companies sponsoring ESOPs should be aware that their plan documents must be restated and submitted to the IRS every five years for a letter of determination of their tax qualified status. What they may not realize is that the ...
[Read more] about ESOP Restatements And Submissions … Making The Most Of Your Relationship With The IRS?

ESOP

Corporate Succession Planning And The CPA

There is no denying that all privately held companies will, at some point, be sold to or merge with a third party, transferred to family members, sold to their employees – or not survive. Very few companies have the option of going public. Because ...
[Read more] about Corporate Succession Planning And The CPA

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