Ten Ways to Make Your ESOP Great

Over the last 35 years, we have identified a number of key plan design features and operational practices that help ESOPs succeed.

The CEPI Comes to the East Coast: July 29

The Certified Equity Professional Institute (CEPI) at Santa Clara University in California will host the 1st Annual CEP East Coast Symposium in partnership with the Rutgers School of Management and Labor Relations.

Missouri Governor Vetoes Pro-ESOP Bill

On June 28, Governor Jay Nixon (D) of Missouri vetoed House Bill 2030. The bill, passed with bipartisan support, would have allowed the deferral of state capital gains taxes for qualifying sales of stock to an ESOP.

New Data on Corporate Governance in ESOP Companies

The NCEO's most recent survey of corporate governance practices in ESOP companies shows the current status of boards of directors, ESOP trustees, and governance policies for ESOP companies.

IRS Questions Change in Determination Letters

The IRS' Advisory Committee on Tax Exempt and Government Entities said in a June 2016 report (PDF) that the planned overhaul of the determination letter system is a mistake, although it recognized that making f

ESOPs and Worker Cooperatives Now Eligible for USDA Loan Guarantees

In Department of Agriculture Rural Business-Cooperative Services, 7 CFR Parts 4279 and 4287, the Department of Agriculture provided, for the first time, that loan guarantees may be made to ESOPs or worker cooperatives under the Business and Industry Guaranteed Loan Program.