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. ...
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ESOP Blog
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 ...
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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 ...
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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 ...
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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 ...
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Do The Code’s Prohibited Transaction Rules Apply To ESOPs?
ESOPs are subject to the prohibited transaction rules under the Code, however, there are important exceptions for ESOPs. Watch the video to learn more.
Transcript
The prohibitive transaction rules that apply to all retirement plans ...
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