You are the CEO of a very successful, tax-free, employee-owned company. The company is profitable and running very well. The employees are happy. Out of the blue, you get a very attractive offer from a private equity group to buy the ...
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Resources
Oops! We’re in a Controlled Group of Companies. What Happens to Our 401(k) Plan Now?!
Whether you made the mistake of thinking that you were or were not in either a controlled group of companies (CG) or an affiliated service group (ASG), your plan will have fundamental tax qualification issues that must be corrected before you wind up ...
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Two Truths and a Lie
In this podcast episode, Senior Attorney Sheryl Bayani-Alzona discusses ESOP transactions and how they are funded.
Transcript
Speaking of Benefits, this is Sheryl Bayani-Alzona. In this episode, we are going to talk about three things ...
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Confused About Equity-Based Compensation? Ask Yourself These 5 Questions
For companies that want to get stock into the hands of only one or a few employees, an ESOP isn't the right tool for the job. There are other options (pun intended) that provide equity-based compensation to a small number of employees. Picking the ...
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Tax-Deductible Dividends: A Win for Employers and Employees
Tax-deductible dividends! The powerful, but forgotten incentive for your employees.
What?!
What if you could grant or bonus stock to your employees and your company could deduct the price of the shares? What if you could then declare, ...
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Equity Sharing In Compensation Planning
Updated November 2021
Stock-based compensation is a staple of senior executives and key management employees in privately held companies. In public companies it is typically broad based as well. In both publicly traded and privately held ...
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Confused by the terminology? Check our Glossary of Terms