An ESOP may provide a more flexible solution for company owners compared to a traditional company sale. Watch the video to learn more about a leveraged buyout ESOP.
Leveraged Buyout ESOP
A leveraged buyout ESOP is a transaction ...
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Resources
What Can an ESOP Company Do Once the ESOP Owns All the Stock?
Once the ESOP owns all of the company stock, it faces the challenge of how to get stock into the hands of new employees. Watch our video to learn more.
Approaches to Free Up Shares
The simplest and most straightforward approach is ...
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What Are the Tax Risks of an ESOP Malfunction?
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 ...
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Partial Withdrawal Liability – Keep Making Pension Contributions, Get Hit with a Bill Anyway
Are you considering laying off employees? Does your company contribute to a multi-employer pension fund (e.g. a union pension fund)? If so, you need to know about the partial withdrawal liability rules.
You may already know that ...
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PPP FAQs: Will Retirement Plan Contributions Be Forgiven Under the Paycheck Protection Program?
Many have questioned how much of retirement plan contributions paid with PPP loans can be forgiven. On August 4, 2020, the Small Business Administration resolved one big question when it issued the latest FAQs on PPP Loan ...
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What Are the Tax Benefits of a Non-leveraged ESOP?
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 ...
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Confused by the terminology? Check our Glossary of Terms