Virtual Regional Conferences: Get great regional insights and content geared especially for middle managers, employee owners, and ESOP committee members. Sessions are spread over two days, giving you time to absorb what you learn and return fresh the next day.

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The ESOP Association

ESOP Association Resources

ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
How to use convertible preferred stock in an ESOP.
ESOP Brief, Leveraged ESOPs, Non-leveraged ESOPs, Financing, Resource
Dec. 19
This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.
ESOP Brief, ESOP Plan Design, Repurchase Obligation, Resource
Dec. 17
A summary of the key steps involved in designing and implementing an ESOP for a privately held company.
ESOP Brief, Tax Benefits, 1042, Dividends, Why Sell to an ESOP, Resource
Dec. 17
A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.
ESOP Brief, Tax Benefits, Leveraged ESOPs, ESOP Financing, Resource
Dec. 17
A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.