- COVID-19
- The Hub
- Advocacy
Find My Representative
The first step in becoming an effective ESOP advocate is to know who represents you or your company in the U.S. House of Representatives and the U.S. Senate. Use our tool to identify the proper elected officials and obtain information on how they may be contacted.
- Membership
What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
- Events & Meetings
Featured Event
The CEO Leadership Program is focused on enhancing each participant's leadership effectiveness, and on building a network of ESOP CEO’s who can share resources and best practices to enhance the success of ESOPs across the country.
National & Regional Conferences
- 44th National Conference
- CEO Leadership Program
- ESOP Professionals' Forum (access for post conference information)
- ESOP 2020 (access for post conference information)
Upcoming events
- Resources
Read the Latest ESOP Report!
In the February issue of the ESOP Report, you'll read about the importance of having a strong, unified voice in Washington (especially now), the latest update on the National Conference, new categories and deadlines for the AACE and EOM Poster programs, information on new resources for ESOP committee members, and so much more!
Latest from The Association Blog
Read in our latest blog post about Todd Bransky, winner of the 2020 Employee Owner of the Year Award.
- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
- Join TEA
The ESOP Association
ESOP Association Resources
ESOP Brief, Valuation, Adequate Consideration, Resource
Dec. 19
This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.
ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
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, Policy, Employee Ownership, Resource
Dec. 17
An overview of why employee ownership should be a part of national public policy. This is a must-read for executives, owners, and anyone with a stake in the employee ownership community.
ESOP Brief, Voting, Voting Rights, Resource
Dec. 17
A breakdown of the voting rights of ESOP stock participants and beneficiaries.
ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
ESOP Brief, Tax Benefits, 1042, Dividends, 404(k), 409(p), Resource
Dec. 17
S corporation election can result in substantial tax savings at the corporate level, but some factors may not make S election viable for all companies.
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, Resource
Dec. 17
A guide to the tax advantages of ESOPs for business planning including both C Corporation and S Corporation tax advantages.
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.
Pagination
- Previous page
- Page 2
- Next page