ESCA Releases Its 2015 Annual Report

Employee-owned S Corporations of American (ESCA) released its 2015 Annual Report, describing its activities and accomplishments in 2015.

ESOP Account Segregation, Rebalancing Update

Some months ago, there was optimism that the IRS would issue some kind of pronouncement on what approach it would take toward ESOP account segregation or rebalancing.

ESOP Acquisitions

We are starting to compile a list of companies that ESOP companies have acquired in recent years. The list will eventually be used to give people who are doing this examples and for research on how ESOP acquisitions fare compared to acquisitions in general.