Employee Ownership Blog

The Certified Equity Professional Institute (CEPI) at Santa Clara University is hosting its 9th annual symposium, with topics that include balancing the expense and perceived benefits of equity compensation programs, tips for getting a job in the field, working with mobile employees, administerin

The Center for Organizational Dynamics at the University of Pennsylvania will again host "the first and only program anywhere formally addressing the relationship between the distinctive nature of ESOP companies and the effectiveness of leaders." The program consists of two week-long sessions, on

The American Taxpayer Relief Act of 2012 (ATRA), which Congress passed to temporarily avoid the fiscal cliff, did not directly focus on stock compensation or ESOPs, but a number of its provisions affect both.

On December 31, 2012, the IRS released Revenue Procedure 2013-12 (PDF), which updates the Emplo

Driven by engaged, entrepreneurial employees, employee-owned companies often emerge as industry leaders, pioneering best practices in a range of areas.

Employee Ownership Australia and New Zealand announced its 2013 conference, which will be held in Sydney on May 24.

Starting in 2013, business owners selling their companies will face significantly higher taxes on the sale proceeds. Appropriately structured sales to ESOPs allow sellers to defer capital gains taxes, and higher rates will make that deferral more valuable.

The 700-employee Casino Queen, based in East St. Louis, IL, announced on December 27 that it had agreed to become 100% ESOP-owned in a transaction involving a $171 million loan.

Senator Rob Portman (R-OH), who was an architect of legislation supporting S corporation ESOPs while a member of the House Ways and Means Committee, has been appointed to the Senate Finance Committee, where he joins his former House colleague and now Senator Ben Cardin (D-MD).

The 60,000-employee French aerospace, defense, and security company Safran won the 2012 grand prize for employee stock ownership from the French Fédération des Associations d'actionnaires Salariés and the compensation and benefits prize from Observatoire des Rémunérations et Avantages Sociaux for

NCEO members in good standing will receive emails on January 7 with a link to the online ballot for the election for the NCEO's board of directors. The election will close on February 1. If you are a member and do not receive an email with a link to the ballot, please contact the NCEO.

The European Federation of Employee Share Ownership announced that the European Parliament had approved a pilot project to create a center for employee ownership in each EU member state.