PUBLICATION S Corporation ESOPs Covers tax issues, plan design, compliance, administration, valuation, sustainability, and more.
PUBLICATION The ESOP Company Board Handbook A practical, up-to-date guide for board members in ESOP companies that discusses crucial issues and best practices.
PUBLICATION Using an Employee Ownership Trust for Business Transition Employee ownership trusts (EOTs) are an increasingly common way for sellers of closely held companies to transition out of ownership.
PUBLICATION The ESOP Repurchase Obligation Handbook Essays and survey results on the ESOP repurchase obligation and how companies deal with it.
PUBLICATION Best Practices for ESOP/401(k) Combinations Discusses the issues that arise when a company sponsors both an employee stock ownership plan (ESOP) and a 401(k) plan.
PUBLICATION Leadership Development and Succession An essential book presenting best practices in developing new leaders and succession planning.
PUBLICATION Executive and Director Compensation in ESOP Companies Essays and new survey data on the issues surrounding executive and director compensation in ESOP companies.
PUBLICATION Accounting for Leveraged ESOP Transactions Describes the basics of accounting for leveraged ESOP transactions, including examples, for the benefit of every user of financial statements.
PUBLICATION The Fiduciary's Guide to ESOP Valuation An innovative book written to teach inside ESOP trustees, company leaders, board members, and others how ESOP valuation works, how control is treated nowadays, how to read and understand a valuation report, and how to select an appraiser.
