ESOP Blog

ESOPs and ESOP transactions are highly complex. They involve several areas of the Internal Revenue Code including corporate taxation, qualified plan, design and administration, and mechanical tests. It is important to understand how ESOP transactions ...
[Read more] about What Are the Tax Risks of an ESOP Malfunction?

A non-leveraged ESOP is a type of ESOP that 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. In this video, we discuss the tax benefits of ...
[Read more] about What Are the Tax Benefits of a Non-leveraged ESOP?

An ESOP administrative committee focuses on the operation of the plan and on the management of the plan assets. Watch our video to learn about the fiduciary risks of serving on the administrative committee.   Administrative Committee ...
[Read more] about What Are the Fiduciary Risks of Serving on the Administrative Committee?

While there are a number of benefits associated with ESOPs, they can present problems and complications. Understanding the fiduciary risks of an ESOP malfunction helps you avoid them. Learn more in our video.   Fiduciary Risks There ...
[Read more] about What Are the Fiduciary Risks of an ESOP Malfunction?

An ESOP company needs to understand what it should do if an offer to purchase is made. Watch our video to learn more about having the proper procedures in place. Transcript This is a very dynamic and evolving area of the law involving ...
[Read more] about Must an ESOP Company Respond to an Offer to Purchase?