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Search Results for: "ESOP"

What Is An ESOP and Do You Want One? Pros and Cons of the Employee Stock Option Plan

Handled well, the ESOP functions as a means of financing the ownership transition of a closely-held business in a tax-favored manner. But it’s not right for everyone.

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ESOP

ESOPs: Tax Advantages of an Employee Stock Ownership Plan

Employees Have Retirements Staked on Company Success An employee stock ownership plan, commonly referred to as an ESOP, offers a range of benefits for sponsor companies, in addition to its owners and employees. As a qualified employee benefit plan, an ESOP is designed to provide retirement benefits to employees, and is similar to that of […]

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ESOP is it right for you?

Employee Stock Ownership Plans (ESOPs): Meeting Business Succession Objectives

Does Legacy Rate Higher with You, or Pure Profit? Thinking about selling your business? Is maintaining its integrity and mission more important to you than pure profit? Then an Employee Stock Ownership Plan may be something to consider. Some business owners simply want to derive the highest value from the sale of their company, and […]

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Cross-Training for Business Lawyers - ESOPs-101

ESOPs-101

This webinar discusses the potential strategies involving, and benefits and consequences to, the sponsoring corporation and employees in implementation and use of an ESOP, and highlight these aspects of tax-qualified ESOPs used in the United States by comparisons to other form of employee ownership in the U.S. and abroad.

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What is an ESOP

What is an ESOP?

An Employee Stock Option Plan (ESOP) is a qualified, defined contribution employee benefit plan, under Sections 401(a) and 4975(e)(7) of the Internal Revenue Code, that invests primarily in the stock of a sponsoring employer company. ESOPs allow employees to acquire an ownership interest in the employer company by participating in the ESOP. An ESOP is unique from other qualified plans in that it may borrow money and engage in related party transactions to acquire company stock from the business owner. As such, the ESOP functions as a means of financing the ownership transition of a closely-held business in a tax-favored manner.

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retirement service providers

Know When It’s Time to Switch Your Retirement Plan Service Provider

Evaluate Your 401(k) Service Provider with These Questions The new year is a great time to take stock of your company offerings, and for plan sponsors, that should include a thorough review of your retirement plan provider. With fiduciary duty on the line, not taking the time to carefully review and make any changes can […]

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investing in employees

Investing in Your Employees Can Pay Out For Your Business

Will investing in your employees increase productivity and drive growth? Or will training employees drain resources that will be lost when they leave?

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Cross-Training for Business Lawyers 2018

This series discusses (i) the role of local land-use and zoning laws in property use and development; (ii) the reliance on credit insurance by businesses to protect against non-payment of commercial debt, (iii) the use, types and perceived benefits of employee stock ownership plans, and (iv) the complex maze employers and employees must navigate in the quest for immigrant or non-immigrant visa status for workers.

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401k lawsuit

4 Steps All Companies Should Take to Protect Themselves from a 401(k) lawsuit 

401(k) lawsuits are on the rise. Take these four important steps to ensure retirement plan options are transparent and reasonable.

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risk management plan

Now that You Have Identified Your Risks, Can They be Avoided, Reduced or Insured?

Safeguarding Your Business with a Solid Risk Management Plan All business entities face risk.  Some aspects are insurable, while some are not. But just because it’s insurable, does that mean you should buy insurance?  Organizations today are transitioning from simply purchasing insurance to establishing a full risk management plan. Managing 4 Types of Risk Bruce […]

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