If an ESOP stock is not publicly traded, a qualified independent appraiser is used to determine the fair market value. Watch our video to learn how the value is calculated.
Transcript
Both the Internal Revenue Code and ERISA require ...
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ESOP Blog
How Is an ESOP Used to Refinance Outstanding Debt?
In this video, ESOP attorney Kevin Long explains how an ESOP can be used to refinance outstanding debt.
Transcript
An ESOP can refinance outstanding debt using an issuance transaction. Briefly put, if there is outstanding debt ...
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How Is an ESOP Used to Raise Capital?
One option for a company to raise capital is by using an ESOP. Watch our video to learn more.
Transcript
An ESOP can raise capital by creating what we call an issuance transaction. In that transaction, the company or the ESOP ...
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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 ...
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How Does an ESOP Work?
An Employee Stock Ownership Plan (ESOP) is a type of employee benefit plan that acquires company stock and holds it in accounts for employees. Learn more about how an ESOP works in our video.
Transcript
An ESOP is a qualified ...
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How Do the S Corporation Anti-Abuse Rules Work?
There can be a substantial tax advantage to the S corporation ESOP business model and there are anti-abuse rules that apply to all S corporation ESOPs. Watch this video to learn more.
Transcript
The anti-abuse rules are what we like to ...
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