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ESOP

ESOP Questions Answered: The FAQs

Every business is unique, but most business owners have the same goal – to fully realize the promise of their most valuable asset, the business they put so much time and sweat equity into building. Because most non-publicly traded corporations ...
[Read more] about ESOP Questions Answered: The FAQs

ESOP

Indemnifying ESOP Fiduciaries: Harris v. GreatBanc Trust Company

When the Ninth Circuit Court of Appeals blocked an ESOP-owned company from advancing attorneys' fees to plan fiduciary defendants out of corporate assets in the 2009 decision in Johnson v. Couturier, the surprise and apprehension in the ESOP ...
[Read more] about Indemnifying ESOP Fiduciaries: Harris v. GreatBanc Trust Company

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

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

ESOPS & Limited Liability Companies: Converting To A Corporation

Want an ESOP But Have an LLC? Convert!  Business owners frequently choose to operate as a limited liability company (LLC) because it provides for a less formal governance structure and the option to be taxed as a partnership. But, the ...
[Read more] about ESOPS & Limited Liability Companies: Converting To A Corporation

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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Recent ESOP Posts

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The Top 5 “Speed Bumps” When Terminating an ESOP

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