CalCPA has a new virtual course with CPE credit designed specifically for CPAs: ESOPs - What to Say When a Client Asks. CPAs play a critical role in guiding corporate clients through complex financial situations, including those related to succession ...
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ESOP Blog
Corporate Governance for Private ESOP Companies
Retirement plans are the principal institutional shareholders in the stock markets. These institutional investors believe that sound corporate governance is a key ingredient in successful companies. To maximize their returns, they look for companies ...
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ESOPs: The Three Types
This article will acquaint you with the utility of the ESOP as both a technique of corporate finance and an employee benefit plan. It is important to note, however, that there are other qualified retirement plans that can be used to invest ...
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ESOP Education Challenges
In this podcast episode, Kevin Long interviews Sheryl Bayani-Alzona and Nataki Gregory about their experience working with CT3, a new ESOP company. They discuss the challenges and successes of the ESOP transaction and how they were able to build a ...
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What Is a Non-leveraged ESOP?
A non-leveraged ESOP does not involve borrowed funds to acquire the sponsoring employer’s stock. It is funded by contributions of cash or stock directly from the employer sponsor. Learn more in the video.
Non-leveraged ...
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ESOP Distributions: Problems to Avoid
Any ESOP attorney or consultant can tell you that ESOP distributions can be the most complex and challenging area of ESOP design and administration. As discussed in detail in our articles Designing And Drafting ESOPs[1], and Avoiding ERISA Liability ...
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