At a Glance The SECURE 2.0 Act brings several retirement plan changes that directly and indirectly affect ESOP-owned businesses. While many provisions target 401(k) and
At a Glance This article summarizes recent federal legislation affecting employee stock ownership plans (ESOPs), including bills passed by the Senate in 2025 and others
Transitioning your business to an Employee Stock Ownership Plan (ESOP) offers numerous advantages, including tax benefits, enhanced employee engagement, and a structured succession strategy. However,
On November 7, 2024, the IRS introduced Form 15620 to standardize the Section 83(b) election process for taxpayers receiving unvested property such as restricted stock.
Transitioning the ownership of an S-Corporation (S-Corp) to an Employee Stock Ownership Plan (ESOP) trust offers a strategic opportunity for business owners to transfer ownership
At a Glance The SECURE 2.0 Act brings several retirement plan changes that directly and indirectly affect ESOP-owned businesses. While many provisions target 401(k) and
At a Glance This article summarizes recent federal legislation affecting employee stock ownership plans (ESOPs), including bills passed by the Senate in 2025 and others
Transitioning your business to an Employee Stock Ownership Plan (ESOP) offers numerous advantages, including tax benefits, enhanced employee engagement, and a structured succession strategy. However,
On November 7, 2024, the IRS introduced Form 15620 to standardize the Section 83(b) election process for taxpayers receiving unvested property such as restricted stock.
Transitioning the ownership of an S-Corporation (S-Corp) to an Employee Stock Ownership Plan (ESOP) trust offers a strategic opportunity for business owners to transfer ownership
