Employee Ownership Blog

The 2023 ESOP Executive and Board Compensation Survey report is now available. Thank you to all of the survey respondents.

In Notice 2023-75 (PDF) and an accompanying news release, the IRS announced yearly cost-of-living increases in dollar limits for ESOPs and other defined contribution plans for 2024.

The IRS clarified at an American Bar Association conference that its new focus on ESOPs extends only to abusive schemes involving high-income taxpayers.

New research released on October 19, 2023 on employee ownership in the United Kingdom – the People Powered Growth Report – suggests the UK’s employee ownership sector is outperforming the UK’s national productivity while contributing to several meas

Artificial Intelligence will change how businesses operate, but is its impact any different in an employee-owned company?

Employee Ownership Month provides us with an opportunity to celebrate, reward, and educate employee-owners and the companies they work for. Stepping back, it’s helpful to understand the history behind the celebration and why it matters today.

Apis & Heritage Capital Partners (A&H), a middle-market mezzanine debt firm with the mission of closing the racial wealth gap using employee ownership, has released its first annual impact report, highlighting some of the successes of its initia

Ron Kind (D-Wis.) and Erik Paulsen (R-Minn.), both former U.S.

Annual elections for our board of directors will take place in January, and NCEO members in good standing are invited to nominate themselves or other members during the nomination window, from now until December 8.  

Our friends at the Employee-Owned S Corporations of America (or ESCA) have reported that they've had constructive dialogue with the IRS regarding their recent press release on ESOPs

On September 5, the Pennsylvania Center for Employee Ownership (PaCEO), in conjunction with the Pittsburgh City Council and the Heinz Endowments, launched the U.S.’s first citywide task force on employee ownership.

On September 6, Missouri Governor Mike Parsons signed S.B.