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ESOP company boards have a fiduciary obligation to monitor the ESOP trustee to make sure that the trustee is properly assessing the valuation process. That raises a number of questions. Should the board read the valuation report?

A new documentary, Shift Change, will have its world premiere in Oakland on October 18.

We invite you to provide expert advice to our community of employee-owners and business owners via our weekly webinar series!

South African president Ramaphosa announced his support for a new policy to support employee ownership.

President Obama's proposed 2015 budget includes some provisions that would affect ESOP companies.

President Obama's proposed budget for the 2014 fiscal year would "eliminate section 404(k) ESOP dividend deduction for large C corporations," and calculates that the move would increase federal tax revenue by $407 million that fi

The President's Economic Recovery Advisory Board is a commission of notable nongovernmental experts convened to consider ways to spur economic recovery. Paul Volcker chairs the board. One of its mandates is to look at ideas on tax simplification, greater tax compliance, and corporate tax reform.

President Obama's "Framework for Business Tax Reform" (available at this link) would change S corporation taxation rules so tha

ESOPs, 401(k) plans, profit sharing, and other plans would be eliminated

Deval Patrick, the former governor of Massachusetts and the latest entrant into the race for the Democratic presidential nomination, released his Opportunity Agenda on January 16.