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Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

  1. Reallocation of Shares During 5-Year Break in Service Period

    By Rafael,   
    • 1 reply
    • 1.3k views

  2. can stocks promised in an employment contract now be part of ESOP

    By Guest winmac,
    • 1 reply
    • 1.5k views
    • RLL
    • RLL

  3. feasibility study fees

    By Dawn Hafner,
    • 1 reply
    • 2.2k views
    • RLL
    • RLL

  4. How are bank ESOPs affected by bank holding company rules?

    By Guest Rick Murphy,
    • 1 reply
    • 2.7k views

  5. Forfeitures and 415

    By Guest Jerry,
    • 1 reply
    • 1.1k views

  6. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy,   
    • 1 reply
    • 894 views

  7. Who runs the Company?

    By Guest apl,
    • 1 reply
    • 2.5k views
    • RLL
    • RLL

  8. 1042 election with a twist

    By Guest BTCISP1969,
    • 1 reply
    • 1.5k views
    • RLL
    • RLL

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

    By Guest abrandw,
    • 1 reply
    • 1.7k views

  10. ESOP Basics and Restatement cycle

    By JHawk,
    • 1 reply
    • 1.4k views

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

    By Belgarath,
    • 1 reply
    • 1.1k views

  12. general ESOP question

    By Guest Elizabeth Gaskins,
    • 1 reply
    • 1.6k views

  13. Will an ESOP interfere with a Roth ira?

    By Guest tonys,
    • 1 reply
    • 2.7k views

  14. Foreign company stock

    By Guest friedbrain,
    • 1 reply
    • 1.6k views

  15. ESOP FORFEITURES

    By Guest thesop,
    • 1 reply
    • 4.2k views

  16. Dividends must be listed on Schedule E if they remain in the plan?

    By Guest Bob Lees,
    • 1 reply
    • 1.4k views
    • RLL
    • RLL

  17. Taking an 50+% ESOP-owned Company Private

    By Guest RMM,
    • 1 reply
    • 1.7k views
    • RLL
    • RLL

  18. Stock Dividend in KSOP

    By nancy,
    • 1 reply
    • 2.2k views

  19. Is the amount of allowable S Corp Dividends tied to retained earnings?

    By Guest SDS,
    • 1 reply
    • 3.2k views
    • Guest
    • Guest

  20. Leveraged ESOP and S Corp for acquisitions

    By Guest bdg,
    • 1 reply
    • 1.7k views

  21. ESOP Distributions

    By Guest jmlumpkin,
    • 1 reply
    • 1.7k views

  22. ESPPs

    By Randy Watson,
    • 1 reply
    • 1.1k views

  23. Would a restricted stk plan allow exec not pay tax at time of grant bu

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

  24. 409(p) and 4979A - a question

    By Guest MikeD,
    • 1 reply
    • 1.4k views

  25. Diversification rights for former employee

    By Belgarath,
    • 1 reply
    • 1.8k views

  26. PAYSOPS

    By Guest TAS17,
    • 1 reply
    • 4k views
    • RLL
    • RLL

  27. Prorate 415 Limit for Terminating ESOP?

    By Guest amboyd,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  28. "moving" ESOP

    By lexi,
    • 1 reply
    • 2.4k views

  29. Repurchase ESOP stock into Treasury

    By Guest jeffline,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  30. Taxability of Employer Stock in nonqualified plans

    By Guest JPG,
    • 1 reply
    • 1.8k views

  31. Coverage Test on a Small Frozen ESOP

    By Lori H,
    • 1 reply
    • 640 views

  32. Eliminating Right to Employer Stock Distribution

    By Guest friedbrain,
    • 1 reply
    • 2.2k views
    • RLL
    • RLL

  33. 415 Calculation in Leveraged ESOP

    By Guest AG,
    • 1 reply
    • 1.5k views
    • RLL
    • RLL

  34. ESOP in 401k and get NUA?

    By Guest donmartin,
    • 1 reply
    • 3k views
    • Guest
    • Guest

  35. Prohibited Allocation?

    By stephen,
    • 1 reply
    • 1.4k views

  36. 5000 and 5309 Timing Requirements.

    By Guest Babs,
    • 1 reply
    • 1.5k views
    • RLL
    • RLL

  37. ESOP note matures and employer wants a new loan?

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

  38. Esop that sold all shares of stock

    By Guest Toni Jo,
    • 1 reply
    • 1.6k views
    • RLL
    • RLL

  39. loan to unrelated 3rd party

    By eilano,
    • 1 reply
    • 1.5k views

  40. Warrants given to charitable trust controlled by family- are they still synthetic equity

    By ESOP Guy,
    • 1 reply
    • 625 views

  41. What is required and allowed when distributing company stock from an E

    By John A,
    • 1 reply
    • 1.8k views
    • RLL
    • RLL

  42. Looking for a stock valuation company

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

  43. the ESOP Trust...sry new to this

    By Guest cnelson4780,
    • 1 reply
    • 1.3k views

  44. How are excercised ISOs taxed?

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

  45. Esop training needed!

    By Guest irenes,
    • 1 reply
    • 1.9k views
    • RLL
    • RLL

  46. ESOP contributions on W2

    By Guest aferris,
    • 1 reply
    • 2.8k views

  47. ESOP DISTRIBUTION 1099-R OR 1099-INT?

    By Guest LAURIE IBARRA,
    • 1 reply
    • 2.6k views
    • RLL
    • RLL

  48. ESOP Distribution

    By Guest EMozley,
    • 1 reply
    • 1.8k views
    • RLL
    • RLL

  49. Tax Deductions for Leveraged ESOPs

    By Guest tfurlong,
    • 1 reply
    • 2.1k views

  50. Trustee risks for an ESOP with Privately Held Stock?

    By Guest Rob Walter,
    • 1 reply
    • 1.4k views
    • RLL
    • RLL
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