ESOP Brief #3 - Tax Advantages for Business Planning
A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.
ESOP Brief
ESOP Brief #3 - Tax Advantages for Business Planning
Read the latest esop report
The ESOP Report | Volume 41, Issue 5 is now available for all our members.
ESOP Report
Advocacy Timeline
February 03, 2026
February 2026 - President Trump Signs Legislation Including $2 Million for Employee Ownership Initiative created by the WORK Act
Funding for Grant Program a Longstanding Priority of The ESOP Association
Advocacy Timeline
January 15, 2026
January 2026 - The ESOP Association Lauds DOL for Taking Vital Step to “End the War on ESOPs”
Today the DOL’s Employee Benefits Security Administration (EBSA) ended the ESOP National Enforcem
Advocacy Timeline
February 25, 2026
February 2026 - Department of Labor Highlights Growth and Impact of ESOPs in New Congressional Report
The DOL released its Employee Ownership Initiative Report to Congress. The bipartisan WORK Act, enacted as part of the SECURE 2.0 Act in 2022, directed the DOL to report on its activities to promote employee ownership. Senators Jerry Moran (R-KS) and Bernie Sanders (I-VT) sponsored and advanced the legislation, which was supported by many TEA congressional champions. The WORK Act also created the Employee Ownership Initiative at the DOL and mandated a formal rulemaking process on adequate consideration.
Advocacy Timeline
July 11, 2023
July 2023 - TEA Reacts to DOL Launch of Employee Ownership Initiative to Promote and Expand Employee-Owned Businesses
Longstanding Priority of The ESOP Association Includes Creation of a New Division at DOL Specifically Tasked With Growing Employee Ownership in America
June 05, 2026
Legislative Opportunities to Protect and Enhance ESOPs
BACKGROUND ESOPs deliver substantial societal benefits by improving job securi