On October 13, the Treasury Department issued its final regulations on "earnings stripping," including a provision that exempts S corporations from the new regulations on rel
Annual elections for the board of directors of the National Center for Employee Ownership (NCEO) will take place in January, and members in good standing are invited to nominate themselves or other members during the nomination window, from now until December 9.
The employee ownership fellows program at Rutgers University is inviting applications from doctoral students, pre/post-tenure scholars, and experts with professional degrees in U.S. institutions in the social sciences and humanities for the 2017-2018 fellowship competition.
The Polish edition of Equity: Why Employee Ownership Is Good for Business (Harvard Business School Press, 2005, updated for the Polish edition by Corey Rosen of the NCEO) has
In Allen v. GreatBanc Trust Co., the Seventh Circuit overturned a lower court ruling that dismissed a case over an ESOP valuation at the ESOP for Personal Touch Company. The company's stock price dropped just over 50% after the valuation.
A bill to help employees in closely held companies defer taxation from the gain on exercised stock options and restricted stock units for shares that are not yet liquid has passed a key House Committee. H.R.
An article in Bloomberg BNA cites NCEO research in observing that 21 lawsuits that involve ESOPs were filed in the most recent 12-month period, a smaller number than in most years.
In Fish v. GreatBanc Trust Company, No. 09 C-1668 (D.C. N. Ill. Sept. 1, 2016), a district court ruled in favor of the defendants, who included GreatBanc and members of the Antioch Company board and family who previously owned stock outside of the ESOP.
