Learn about federal and state guidance for ESOP companies planning to reopen, find out how to strengthen employee owner resiliency, find the latest on notifications and regulations, get insights on administering C corp ESOPs, and discover new content available for members—including our Summer Webinar Series, new virtual Regional Meetings, and the Professionals' Forum Summer Edition.
This month's 18-page ESOP Report offers great insights on following your values to navigate the pandemic, buying another business, the 11 areas in which TEA recommended the IRS provide ESOPs with regulatory relief and more,
April ESOP Report Now Available
The April edition of the ESOP Report is now available online for members of TEA.
This month's edition is special. In our expanded ESOP Report you will find articles about all the new member benefits we are providing to help our members weather the current health and financial crisis. We hope this month's newsletter becomes a valuable resource for your employee owners or, for our professional members, your clients.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
A recap of the 2019 National Conference in Washington, DC.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Velazquez, Chabot, Minor Beneficiaries
Pro-ESOP bill H.R. 5236 is passed quickly, unanimously by House committee.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Valuation, Beneficiary Designation
The Impact of Tax Reform on ESOP C and S Corporation Business Valuations.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Notifications, Strategic Planning, Stock Drop, EBSA
Carl Morgan, 2017 Employee Owner of the Year.