Employee Stock Ownership Plans (ESOPs)

1,181 topics in this forum

1. ESOP US Tax court case procedure after Govt

   By Tax Cowboy, May 15
   • 0 replies
   • 240 views
   • 
   • Tax Cowboy
   • May 15

2. ESOP share allocations

   By Bill55, April 3
   • 3 replies
   • 558 views
   • 
   • JustSayin
   • April 4

3. Change Distribution Policy

   By HCE, January 22
   • 6 replies
   • 744 views
   • 
   • Peter Gulia
   • January 23

4. New Proposed Adequate Consideration Regulations

   By RealityCheck, January 18
   • 7 replies
   • 642 views
   • 
   • Peter Gulia
   • January 22

5. Cross-testing & ESOP

   By Andy, December 16, 2024
   • 2 replies
   • 719 views
   • 
   • ESOP Guy
   • December 16, 2024

6. ESOP disbursement rules

   By Dianna912, November 13, 2024
   • 2 replies
   • 619 views
   • 
   • ESOP Guy
   • November 14, 2024

7. Real Property - ESOP - Attorney needed

   By justanotheradmin, October 28, 2024
   • 2 replies
   • 588 views
   • 
   • justanotheradmin
   • October 29, 2024

8. Account segregation to cash of ESOP stocks of terminated employees before company sale

   By ESOPNovice, October 16, 2024
   • 5 replies
   • 1.1k views
   • 
   • Maru422
   • October 18, 2024

9. ESPP -Plan 423- Unused fund Carry over or Refund to employee?

   By Panda, September 25, 2024
   • 0 replies
   • 507 views
   • 
   • Panda
   • September 25, 2024

10. Lump Sum Threshold

    By HCE, September 25, 2024
    • 0 replies
    • 428 views
    • 
    • HCE
    • September 25, 2024

11. Year-End Allocation Questions

    By JMarsh, August 28, 2024
    • 2 replies
    • 585 views
    • 
    • ESOP Guy
    • September 4, 2024

12. Should an ESOP disclose M&A negotiation details on a Diversification Notice?

    By Nate S, August 28, 2024   

    • esop
    • diversification
    • (and 1 more)

      Tagged with:

      • esop
      • diversification
      • m&a
    • 12 replies
    • 1.1k views
    • 
    • EBECatty
    • August 30, 2024

13. ESOP Learning/Guides

    By Angershark, August 22, 2024
    • 7 replies
    • 1k views
    • 
    • Bob the Swimmer
    • August 25, 2024

14. Breach of Esop Fiduciary Responsibility? I need some guidance.

    By Disgruntled, August 10, 2017   

    • breach
    • esop
    • (and 2 more)

      Tagged with:

      • breach
      • esop
      • fudciairy
      • responsability
    • 11 replies
    • 3.3k views
    • 
    • confused esop participant
    • August 22, 2024

15. Return of Capital Dividend - Pass Through Dividend Plan

    By Buckwheat29, August 8, 2024
    • 2 replies
    • 627 views
    • 
    • MBESQ
    • August 15, 2024

16. Dividend tax question

    By Newbie K, August 13, 2024
    • 3 replies
    • 607 views
    • 
    • MBESQ
    • August 15, 2024

17. Our family is in a corner

    By Emperor Duncan, August 5, 2024
    • 6 replies
    • 878 views
    • 
    • Emperor Duncan
    • August 5, 2024

18. ESOP Questions

    By klrhoades1024, June 10, 2024
    • 8 replies
    • 1.2k views
    • 
    • EBECatty
    • June 12, 2024

19. Amendments for SECURE et al for Terminating ESOP

    By Belgarath, June 4, 2024
    • 2 replies
    • 634 views
    • 
    • Belgarath
    • June 4, 2024

20. ESOP Stock Evaluations vs Other Shareholder Market Value

    By PanamaJack, May 24, 2024
    • 2 replies
    • 1k views
    • 
    • MBESQ
    • May 25, 2024

21. ESOP Distribution for termed employees - One time distribution or multiple?

    By NWhite, April 25, 2024
    • 2 replies
    • 799 views
    • 
    • NWhite
    • April 26, 2024

22. The Corporate Transparency Act (CTA) went into effect January 1, 2024

    By Belgarath, April 9, 2024
    • 1 reply
    • 850 views
    • 
    • Peter Gulia
    • April 9, 2024

23. Publicly Traded?

    By Scott, August 7, 2000
    • 5 replies
    • 3.9k views
    • 
    • MBESQ
    • April 7, 2024

24. Questions About ESOP Early Distribution

    By Guest rkesler, January 6, 2009
    • 5 replies
    • 16.9k views
    • 
    • ESOP Guy
    • April 5, 2024

25. Cost basis for leveraged ESOP shares

    By Tegernsee, March 14, 2024
    • 3 replies
    • 829 views
    • 
    • Tegernsee
    • March 19, 2024