Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOPs & NUA

   By Guest bdswdc, October 11, 2005
   • 1 reply
   • 1.7k views
   • 
   • stephen
   • October 11, 2005

2. ESOPs and 404(c)

   By Guest T-BONE, September 21, 2004
   • 1 reply
   • 1.7k views
   • 
   • BeckyMiller
   • September 21, 2004

3. ESOPs and Bankruptcy

   By Guest JoeM, May 6, 2004
   • 2 replies
   • 2.2k views
   • 
   • BeckyMiller
   • May 7, 2004

4. ESOPs and buy-sell agreements

   By Guest JKemp, January 12, 2001
   • 1 reply
   • 2.7k views
   • 
   • RLL
   • January 24, 2001

5. ESOPs and Controlled Groups

   By JustMe, December 7, 2020
   • 10 replies
   • 2.6k views
   • 
   • Luke Bailey
   • December 11, 2020

6. esops and estate planning

   By Guest Angie Horn, September 25, 1999
   • 4 replies
   • 1.7k views
   • 
   • Bruce Steiner
   • October 17, 1999

7. esops and income tax

   By Guest Angie Horn, September 25, 1999
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • September 28, 1999

8. ESOPs and Merger transactions

   By Guest MJ1, December 6, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 6, 2010

9. ESOPs and Modified Endowment Contracts

   By billfgrady, February 24, 2006
   • 9 replies
   • 4.9k views
   • 
   • Guest
   • March 9, 2006

10. Esops and S-Corps

    By bzorc, October 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 6, 2002

11. ESOPs and safe-harbor 401(k)s

    By Guest mlbeacon, April 24, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2003

12. ESOPS and securities law

    By Guest TDeckert, May 11, 1999
    • 1 reply
    • 2k views
    • 
    • Dowist
    • May 12, 1999

13. ESOPs for Plan Administrators, 1st edition

    By Belgarath, November 18, 2014
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • March 18, 2015

14. ESOPS IN THE CHILD CARE INDUSTRY

    By Guest hstine, March 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 31, 1999

15. ESOPs or not?

    By Guest atg, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • February 10, 2001

16. ESOPs owning law firms

    By RLL, September 17, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 17, 1999

17. ESOPs subject to DOL participant fee disclosure requirements?

    By Guest TaxedToDeath, February 13, 2012
    • 4 replies
    • 3.6k views
    • 
    • GMK
    • February 14, 2012

18. ESOPs, Restricted Stock & Stock Option

    By Guest ubpMR, June 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • pjkoehler
    • June 21, 2002

19. ESOT & Efficient Corporate Tax Structure

    By PowerCPA, October 31, 2019
    • 6 replies
    • 1.9k views
    • 
    • jessieba
    • July 15, 2022

20. Esot distribution withholding question

    By Guest ElizabethH, November 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • November 15, 2000

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

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

22. ESPP and 162 (m)

    By Guest M Treider, May 30, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 31, 2001

23. ESPP question

    By lexi, September 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • lexi
    • September 19, 2007

24. ESPPs

    By Randy Watson, April 27, 2010
    • 1 reply
    • 1.1k views
    • 
    • A Shot in the Dark
    • April 27, 2010

25. Establishing an ESOP

    By Guest SCUDDESLER, September 17, 2002
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • September 17, 2002

26. Estate plan valuation vs. ESOP valuation

    By Guest kbutcher, August 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • August 13, 2000

27. Estate rights to stock owned in joint property country

    By Guest MSCTRS, April 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • April 11, 2005

28. Ex employees and company stock

    By Richard Anderson, September 23, 1999
    • 32 replies
    • 11.5k views
    • 
    • RLL
    • August 15, 2000

29. Ex Employees and Company Stock

    By Guest KLCarter, May 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2006

30. Excess 415 Issue -- Correction

    By HCE, July 29, 2022
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • July 29, 2022

31. Excess Diversification

    By Guest TAS17, August 26, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 26, 1999

32. Excess diversification and protected benefit

    By Guest tmills, September 12, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 12, 2012

33. Exempt Loan v. Permissible Other Loan

    By Tot, August 20, 2009
    • 11 replies
    • 5.7k views
    • 
    • Tot
    • August 28, 2009

34. expiation of put option period

    By LIBERTYKID, August 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • August 6, 2009

35. f a C-corp establishes an ESOP that purchases 51% of the outstanding C

    By EGB, November 2, 1999
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • November 3, 1999

36. Failure of dividend test

    By Guest tmills, March 3, 2011
    • 4 replies
    • 2.4k views
    • 
    • Marcus R Piquet
    • March 4, 2011

37. Failure to pass through vote on corporate transaction

    By Guest justbetmd, May 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • A Shot in the Dark
    • May 12, 2010

38. Fair Market Value for Selling Trustee

    By Guest jvgatty, April 24, 2014
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 2014

39. Fairness Opinion for ESOP

    By Guest AJJ-EB, September 28, 2001
    • 2 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • October 1, 2001

40. FAS 150

    By Guest mcook, June 18, 2003
    • 3 replies
    • 1.8k views
    • 
    • BeckyMiller
    • September 8, 2003

41. feasibility study fees

    By Dawn Hafner, November 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • November 23, 1999

42. Fiduciary liability; in the ESOP plan document, the employer is the Pl

    By Guest Jim Vogl, November 1, 2000
    • 16 replies
    • 3k views
    • 
    • Kirk Maldonado
    • November 14, 2000

43. Filing determination on ESOP doc. Cycle E

    By Guest sugar daddy, January 14, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2011

44. Financial Audit Disclosure

    By JRN, May 21, 2008
    • 2 replies
    • 3.2k views
    • 
    • BeckyMiller
    • May 27, 2008

45. First Year for an ESOP Plan

    By Jilliandiz, September 17, 2003
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • September 19, 2003

46. First year of ESOP, stock issued but no eligible employees. ?

    By Guest FutureOne, October 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • RLL
    • October 14, 2003

47. Foreign company stock

    By Guest friedbrain, March 22, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 23, 2001

48. Forfeiture amendment- retroactive application

    By Guest212, June 25, 2019
    • 0 replies
    • 445 views
    • 
    • Guest212
    • June 25, 2019

49. Forfeitures and 415

    By Guest Jerry, July 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • July 15, 2003

50. Forfeitures and 415

    By Guest tmills, December 19, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 21, 2007