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Employee Stock Ownership Plans (ESOPs)

1,190 topics in this forum

  1. Interest on ESOP Installment Payments

    By Guest JHadel,
    • 3 replies
    • 3.5k views

  2. ESOP Loan is paid off, can they make a profit sharing contribution?

    By Jilliandiz,
    • 3 replies
    • 2.5k views

  3. Leveraged ESOP and S Corp for acquisitions

    By Guest bdg,
    • 1 reply
    • 2.1k views

  4. Diversification-how to count years of participation

    By Guest DeePA,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  5. Allocation of declared dividends

    By Guest gnappi,
    • 1 reply
    • 1.8k views

  6. ESOPs and 404(c)

    By Guest T-BONE,
    • 1 reply
    • 2k views

  7. S Corp Fiscal Year

    By Guest John Nelson,
    • 6 replies
    • 4.3k views
    • Guest
    • Guest

  8. Investing Dividends in Non-Stock Assets

    By Alf,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  9. KSOP and Corporate Spinoff

    By Scott,
    • 1 reply
    • 2.2k views

  10. Distributions after conversion from C Corp to S Corp

    By Guest tmills,
    • 1 reply
    • 3.1k views
    • Guest
    • Guest

  11. where has RLL been lately?

    By Guest svatty,
    • 1 reply
    • 1.7k views

  12. Asset sale with Leverage Esop

    By Lori Foresz,
    • 1 reply
    • 1.9k views

  13. company sale and KSOP

    By eilano,
    • 6 replies
    • 2.7k views

  14. Phantom Stock Plan--ERISA Plan?

    By sloble@crowleyfleck.com,
    • 0 replies
    • 2.4k views

  15. Can Testamentary Trust Elect 1042 Treatment

    By Guest John Nelson,
    • 1 reply
    • 2.3k views

  16. 423(b) beneficiaries

    By Guest grafals,
    • 1 reply
    • 2.1k views

  17. ESOP leveraging options

    By Guest cpadpl,
    • 2 replies
    • 2.9k views

  18. Distribution to Retiree in Leveraged ESOP

    By nancy,
    • 1 reply
    • 1.6k views

  19. when making stock contribution to closely-held ESOP, how do we determine appropriate amount to deduct by April 15 when 12-31 valuation is not received by April 15/tax return?

    By EGB,
    • 7 replies
    • 2.6k views

  20. Loan from S Corp to ESOP, misc. issues

    By Guest tracys,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  21. QJSA exemption and plan requirements

    By Guest tcroscut,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  22. Conversion of Stock Bonus to ESOP

    By Guest jmlumpkin,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  23. Company bought out... ESOP payout questions

    By Guest Spindle,
    • 1 reply
    • 2.3k views

  24. distribution options from esop. 2questions.

    By Lori H,
    • 3 replies
    • 1.9k views

  25. Deduction ESOP contributions

    By Lori Foresz,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  26. 409(p) and 4979A - a question

    By Guest MikeD,
    • 1 reply
    • 1.7k views

  27. Advantage of ESOP over straight stock comp

    By Guest Taxman,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  28. valuation of closely held stock in ESOP

    By k man,
    • 15 replies
    • 6.2k views

  29. 409(e)(3) and the agreement to purchase shares

    By Guest JBeck,
    • 3 replies
    • 2.2k views

  30. bank under "cease and desist" order, currently maintains profit sharing plan. considering a leveraged esop or ksop.

    By Lori H,
    • 5 replies
    • 2.5k views

  31. Form of Distribution Dependent on Account Balance

    By Guest cphs,
    • 4 replies
    • 1.8k views

  32. ESOPs and Bankruptcy

    By Guest JoeM,
    • 2 replies
    • 2.6k views

  33. installment distributions

    By Guest JBeck,
    • 2 replies
    • 1.9k views
    • RLL
    • RLL

  34. Stock Bonus ---> ESOP

    By Guest jmlumpkin,
    • 1 reply
    • 1.6k views
    • RLL
    • RLL

  35. My company is planning an ESOP

    By Guest metmer,
    • 1 reply
    • 1.3k views
    • RLL
    • RLL

  36. leveraged ESOP - foreign stock

    By Tom Poje,
    • 1 reply
    • 1.5k views

  37. Basic ESOP Allocation Questoin

    By Lori Foresz,
    • 2 replies
    • 2.1k views

  38. ESOP & 401(K) PLANS TREATMENT OF EXCESS ANNUAL ADDITIONS

    By Guest M. Martin,
    • 3 replies
    • 1.8k views

  39. 1042 & ESOP termination

    By Guest tcroscut,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  40. Diversification and transfer to 401(k) plan - 1099R reporting

    By Guest CJDwyer,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  41. ESOP financed securities exception of 409(o)(1)(A) & S Corps

    By Guest tcroscut,
    • 2 replies
    • 2.1k views

  42. Distributions - Employer Discretion

    By Guest cphs,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  43. Dollar Amount Increased, What About Payout Period?

    By smm,
    • 1 reply
    • 1.4k views

  44. ESOP Stock Purchase

    By Guest Babs,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  45. Timing of distribution under 409(o)(1)(B) to retired employee

    By Guest alliketchum,
    • 6 replies
    • 2.9k views
    • Guest
    • Guest

  46. Distributions and 409(o)

    By Guest tcroscut,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  47. ESOP with no ER stock?

    By Lori Foresz,
    • 0 replies
    • 1.6k views

  48. Definition of "Readily tradeable" for the put option requirements

    By Guest ladycpa,
    • 1 reply
    • 2.1k views

  49. Esop

    By Guest Dion Brockway,
    • 2 replies
    • 3.6k views

  50. Individual Guaranties by Former Shareholders in an ESOP Owned Company

    By Guest abrandw,
    • 1 reply
    • 1.9k views
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