Internal Revenue Code allows a C corporation paying dividends on ESOP shares to take a deduction for the dividends paid if they are used for certain purposes. Learn more in our video.
Transcript
C corporation dividends can be deducted by the corporation if they are paid on ESOP ...
[Read more] about How Can C Corporation Dividends Be Deducted and Used By an ESOP?
How Can an ESOP Be Financed?
In this video, we discuss the different types of ESOP financing.
Transcript
There are various forms of ESOP financing. First, an ESOP can borrow money directly from a bank to fund a transaction. Second, a corporation can lend money to the ESOP to fund the ...
[Read more] about How Can an ESOP Be Financed?
How Can a Lawyer Help Me Choose The Right ESOP For My Company?
An attorney can be invaluable as a company decides the right ESOP for its organization.
Transcript
Choosing the right ESOP transaction for your company comes down to balancing the needs, trade-offs, and risks to all parties involved including the corporation, the selling shareholder, ...
[Read more] about How Can a Lawyer Help Me Choose The Right ESOP For My Company?
How Can A Company Use Its ESOP To Acquire Another Company?
An ESOP can be a vehicle for acquiring another company. Watch our video to learn more.
Transcript
A lot has been written about using an ESOP as an acquisition vehicle to buy other companies. How that's done depends upon a number of factors such as whether a company sponsoring the ...
[Read more] about How Can A Company Use Its ESOP To Acquire Another Company?
How Can A Code Section 1042 Portfolio Be Invested?
Under Internal Revenue Code Section 1042, eligible shareholders can defer capital gains tax on eligible stock sold to an ESOP if the proceeds of the sale are reinvested in qualified replacement property. Learn more in this video.
Transcript
The Internal Revenue Code requires a ...
[Read more] about How Can A Code Section 1042 Portfolio Be Invested?
How Are ESOP Benefits Distributed?
ESOP distributions are made in the form of cash or stock. Our video provides more information on how ESOP benefits are distributed.
Transcript
ESOP benefits are distributed either in cash or stock depending upon the design of the plan and the corporation involved. There are ...
[Read more] about How Are ESOP Benefits Distributed?
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
How Are Control Premiums And Minority Discounts Handled By ESOP Appraisers?
In this video, we discuss how ESOP appraisers handle control premiums and minority discounts.
Transcript
In our experience, ESOP appraisers will not use a controlling interest or control premium or a valuation without a minority interest discount in a transaction where the ESOP is ...
[Read more] about How Are Control Premiums And Minority Discounts Handled By ESOP Appraisers?
Does It Make Sense To Combine Our ESOP And 401(k) Plan To Reduce Administrative Expenses?
If you have both an ESOP and 401(k) plan, you may have questions about the option to combine them to reduce administrative expenses. In our video, we discuss some options.
Transcript
Combining your ESOP and your 401(k) plan may or may not reduce your administrative expenses. ...
[Read more] about Does It Make Sense To Combine Our ESOP And 401(k) Plan To Reduce Administrative Expenses?