IRS Further Clarifies Current Focus on ESOPs

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

IRS: Compliance Issues at ESOP Companies

The IRS issued a news release on August 9 stating that as part of “an expanded focus on ensuring high-income taxpayers pay what they owe,” it was warning “businesses and ta

Is 2019 the Year of Employee Ownership?

Writing in the Intercept, reporter Rachel Cohen reviewed the year in employee ownership politics and legislation. She noted the long-time advocacy by Sen.

Is an ESOP Right for You? Dallas, Texas–Speakers Announced!

We're thrilled to announce our highly anticipated 1.5-day seminar Is an ESOP Right for You? in Dallas, TX, from February 5-6, 2024. This event will provide entrepreneurs, business owners, and HR professionals with comprehensive insights into ESOP transaction structures, plan design, financing, and more in response to the expanding ESOP landscape.

Join Me This February for the Communications Committee Crash Course

The NCEO has put together an online training and networking program for companies, new and old, that want to create employee involvement and help their employees understand what their ESOP really does mean to their company, to employees, and to their families in the long run: the Communications Committee Crash Course.