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Employee Stock Ownership Plans (ESOPs)

1,186 topics in this forum

  1. Allocation of declared dividends

    By Guest gnappi,
    • 1 reply
    • 1.6k views

  2. ESOPs and 404(c)

    By Guest T-BONE,
    • 1 reply
    • 1.7k views

  3. S Corp Fiscal Year

    By Guest John Nelson,
    • 6 replies
    • 3.8k views
    • Guest
    • Guest

  4. Investing Dividends in Non-Stock Assets

    By Alf,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  5. KSOP and Corporate Spinoff

    By Scott,
    • 1 reply
    • 1.9k views

  6. Distributions after conversion from C Corp to S Corp

    By Guest tmills,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

  7. where has RLL been lately?

    By Guest svatty,
    • 1 reply
    • 1.4k views

  8. Asset sale with Leverage Esop

    By Lori Foresz,
    • 1 reply
    • 1.7k views

  9. company sale and KSOP

    By eilano,
    • 6 replies
    • 2.3k views

  10. Phantom Stock Plan--ERISA Plan?

    By sloble@crowleyfleck.com,
    • 0 replies
    • 2.2k views

  11. Can Testamentary Trust Elect 1042 Treatment

    By Guest John Nelson,
    • 1 reply
    • 1.9k views

  12. 423(b) beneficiaries

    By Guest grafals,
    • 1 reply
    • 1.9k views

  13. ESOP leveraging options

    By Guest cpadpl,
    • 2 replies
    • 2.5k views

  14. Distribution to Retiree in Leveraged ESOP

    By nancy,
    • 1 reply
    • 1.4k views

  15. 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
    • 2.2k views

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

    By Guest tracys,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  17. QJSA exemption and plan requirements

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

  18. Conversion of Stock Bonus to ESOP

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

  19. Company bought out... ESOP payout questions

    By Guest Spindle,
    • 1 reply
    • 2.1k views

  20. distribution options from esop. 2questions.

    By Lori H,
    • 3 replies
    • 1.6k views

  21. Deduction ESOP contributions

    By Lori Foresz,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  22. 409(p) and 4979A - a question

    By Guest MikeD,
    • 1 reply
    • 1.4k views

  23. Advantage of ESOP over straight stock comp

    By Guest Taxman,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  24. valuation of closely held stock in ESOP

    By k man,
    • 15 replies
    • 5.2k views

  25. 409(e)(3) and the agreement to purchase shares

    By Guest JBeck,
    • 3 replies
    • 2k views

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

    By Lori H,
    • 5 replies
    • 2.2k views

  27. Form of Distribution Dependent on Account Balance

    By Guest cphs,
    • 4 replies
    • 1.5k views

  28. ESOPs and Bankruptcy

    By Guest JoeM,
    • 2 replies
    • 2.2k views

  29. installment distributions

    By Guest JBeck,
    • 2 replies
    • 1.5k views
    • RLL
    • RLL

  30. Stock Bonus ---> ESOP

    By Guest jmlumpkin,
    • 1 reply
    • 1.4k views
    • RLL
    • RLL

  31. My company is planning an ESOP

    By Guest metmer,
    • 1 reply
    • 1.1k views
    • RLL
    • RLL

  32. leveraged ESOP - foreign stock

    By Tom Poje,
    • 1 reply
    • 1.3k views

  33. Basic ESOP Allocation Questoin

    By Lori Foresz,
    • 2 replies
    • 1.7k views

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

    By Guest M. Martin,
    • 3 replies
    • 1.5k views

  35. 1042 & ESOP termination

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

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

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

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

    By Guest tcroscut,
    • 2 replies
    • 1.9k views

  38. Distributions - Employer Discretion

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

  39. Dollar Amount Increased, What About Payout Period?

    By smm,
    • 1 reply
    • 1.2k views

  40. ESOP Stock Purchase

    By Guest Babs,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

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

    By Guest alliketchum,
    • 6 replies
    • 2.6k views
    • Guest
    • Guest

  42. Distributions and 409(o)

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

  43. ESOP with no ER stock?

    By Lori Foresz,
    • 0 replies
    • 1.4k views

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

    By Guest ladycpa,
    • 1 reply
    • 1.8k views

  45. Esop

    By Guest Dion Brockway,
    • 2 replies
    • 2.5k views

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

    By Guest abrandw,
    • 1 reply
    • 1.8k views

  47. Do diversification amounts in a KSOP include 401(k) accounts?

    By Guest jdw,
    • 1 reply
    • 2.1k views

  48. Esop Termination and installment payments

    By Guest DeePA,
    • 1 reply
    • 2.8k views

  49. Prohibited Allocation?

    By stephen,
    • 1 reply
    • 1.5k views

  50. ESOP's - Relius Users

    By Guest mspencer,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest
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