ESOPs are retirement plans. As such, ESOPs are required to follow all the basic rules for tax qualification and non-discrimination that other retirement plans such as 401(k)s must follow. As in a 401(k) plan, participants can roll their ESOP ...
[Read more] about ESOP: How It Differs From Other Retirement Plans
Video
ESOP Succession Planning: Two Reasons It Might Be Right For You
Broadly speaking, ESOP succession planning is a great option for companies looking to accomplish one of two goals — an owner exit strategy and employee benefits planning. And the great thing about an ESOP is that it can often accomplish both of those ...
[Read more] about ESOP Succession Planning: Two Reasons It Might Be Right For You
ESOP Tax Benefits And Flexibility: Strong Advantages For Sellers
ESOP tax benefits for selling shareholders can be significant and it can take on many forms depending on the seller(s)' goals.
Tax Benefits For C Corporation Owner
An owner of a C corporation can defer tax on the sale of stock as long as the ...
[Read more] about ESOP Tax Benefits And Flexibility: Strong Advantages For Sellers