We have a dedicated purpose to maintain and continue to develop our position as thought leaders in the ESOP arena to meet the ever changing and evolving needs of our clients. This is not a static area in which we practice. It's very dynamic and ...
[Read more] about The Two Main Takeaways From 2017’s ESOP Conferences
Resources
ESOPs Explained
Employee Stock Ownership Plans (ESOPs) can seem confusing, but they are actually very simple and attractive tools for attracting and retaining top talent, and providing flexibility for business owners.
ESOPs are very similar to profit-sharing ...
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ESOP Tax Benefits: A Brief Overview
ESOPs, like all investment vehicles, have certain tax considerations. We provide the guidance you need to understand ESOP's tax features and benefits, and design your ESOP to best suit the needs of all parties involved. Here are some ways tax law can ...
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Understanding ESOPs: How To Determine If An Employee Stock Ownership Plan Is Right For You
An Employee Stock Ownership Plan (ESOP) offer compelling advantages for business owners, companies and their employees. Out of all the business planning options out there, they stand out because of their flexibility.
This second installment of ...
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Understanding ESOPs: The Employee Stock Ownership Plan Basics You Need To Know
An employee stock ownership plan (ESOP) can be a useful tool for meeting a wide array of business goals for nonpublicly traded companies, but they can intimidate even the savviest business owner. That shouldn’t be the case. With the right guidance ...
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Pension Investing: A Bird’s Eye View, Part II
In Part I of this article, we explained how you, as a retirement plan trustee (or the administrative committee responsible for investing plan assets), can better find your way through the fiduciary forest of competing pension plan investments if ...
[Read more] about Pension Investing: A Bird’s Eye View, Part II
Confused by the terminology? Check our Glossary of Terms