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Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

  1. ESOP with no cash

    By jsample,
    • 8 replies
    • 2.1k views

  2. Esop disqualified - Ttee obligation to participants

    By Tax Cowboy,   
    • 2 replies
    • 746 views

  3. Section 409(o) payout limits

    By JustSayin,
    • 1 reply
    • 801 views

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

    By ESOP Guy,
    • 1 reply
    • 623 views

  5. Accelerated distributions and BRF considerations?

    By Nate S,
    • 5 replies
    • 830 views

  6. Sam Zell S ESOP leveraged purchase of Chicago Tribune Q

    By Tax Cowboy,   
    • 2 replies
    • 759 views

  7. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy,   
    • 3 replies
    • 829 views

  8. IRS retirement plan audit / SOL Q

    By Tax Cowboy,
    • 3 replies
    • 1.1k views

  9. Handling Distributions Before Valuation is Completed

    By kmhaab,
    • 2 replies
    • 641 views

  10. ESOP Sponsor Acquiring Property from Related Employer

    By Plan Doc,
    • 1 reply
    • 686 views

  11. CO Lawyer Recommendations

    By Crjcpm,
    • 4 replies
    • 732 views

  12. Change of Corporate Structure

    By HCE,
    • 3 replies
    • 750 views

  13. ESOP VALUATION QUESTION

    By JimboPColtrane,
    • 8 replies
    • 2.9k views

  14. ESOP Cycle 3 Pre-approved design plan

    By JHawk,
    • 4 replies
    • 1.1k views

  15. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy,   
    • 1 reply
    • 893 views

  16. Esop Bank Account titling question

    By Tax Cowboy,   
    • 4 replies
    • 1.7k views

  17. DOL Bureau of Labor Statistics (BLS) email question

    By Tax Cowboy,   
    • 2 replies
    • 1.1k views

  18. Reporting NUA to NRA

    By Tegernsee,
    • 4 replies
    • 1.3k views

  19. OT - Sample SCP document for ESOP

    By Tax Cowboy,   
    • 2 replies
    • 807 views

  20. Who Can be a Trustee

    By Benefits Vet,
    • 2 replies
    • 789 views

  21. ESOP Basics and Restatement cycle

    By JHawk,
    • 1 reply
    • 1.4k views

  22. Revisiting: Are ESOP Determination Letters accepted by the IRS at this time? Required?

    By Tax Cowboy,
    • 1 reply
    • 706 views

  23. Code Section 4960 Apply to ESOPs?

    By EB_Associate,
    • 5 replies
    • 734 views

  24. LLP and 1042

    By Darren G,
    • 3 replies
    • 1.3k views

  25. ESOP Balance Restoration Timing

    By CDL,   
    • 1 reply
    • 1.7k views

  26. Where to find ESOP plan sponsors discharge of fiduciary duties codified in law/advisory bulletins/LRM/Treas regs?

    By Tax Cowboy,
    • 3 replies
    • 749 views

  27. ESOP plan termination

    By PS,
    • 12 replies
    • 2.1k views
    • PS
    • PS

  28. Have ESOP Diversification Notice Requirements Changed?

    By kmhaab,
    • 3 replies
    • 2.1k views

  29. Old ESOP Plan Documents / No Adoption Agreement

    By Tax Cowboy,   
    • 3 replies
    • 1.1k views

  30. Installment Distributions from an ESOP

    By Trusty Trustee,
    • 7 replies
    • 4k views

  31. ESOP Restore Forfeited Shares

    By WhatsESUP,   
    • 4 replies
    • 2.3k views

  32. ESOP Distributions and 401(a)(14) Election

    By piquantbaron,
    • 2 replies
    • 1.1k views

  33. Determination letter on ESOP

    By Belgarath,
    • 5 replies
    • 1.8k views

  34. ESOP conversion to PSP

    By BenefitsRUs21,
    • 2 replies
    • 1.5k views

  35. ESOP - plan conversion

    By waid10,
    • 1 reply
    • 1.5k views

  36. CARES Act Application to ESOP Distribution with NUA

    By Cardscrazy,   
    • 0 replies
    • 789 views

  37. ESOPs and Controlled Groups

    By JustMe,
    • 10 replies
    • 2.6k views

  38. ESOP - Service Veterans

    By ejg2553@gmail.com,
    • 2 replies
    • 1.1k views

  39. ESOP - UBIT Shares

    By katiejoseph,
    • 1 reply
    • 1.2k views

  40. Termination of an ESOP / Valuation of shares in the ESOP, how this should be determined?

    By eglynn,
    • 15 replies
    • 7k views

  41. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson,
    • 7 replies
    • 1.5k views

  42. Merging a current ESOP into existing 401k plan for c corp

    By TPG,
    • 6 replies
    • 2.3k views

  43. Is IRS Form 1744 final ESOP audit closing letter?

    By Tax Cowboy,   
    • 0 replies
    • 691 views

  44. Prototype ESOP document restatement. Rev. Proc 2011-49???

    By Lori H,
    • 4 replies
    • 1.2k views

  45. Employee excluded from ESOP distribution due to illness.

    By shareholder,
    • 8 replies
    • 2.4k views

  46. Plan (ESOP) diversification error

    By Belgarath,
    • 9 replies
    • 1.6k views

  47. Compound interest

    By Jared,
    • 6 replies
    • 2.5k views

  48. Y/E Valution of Stock held by ESOP and earmarked cash reserves

    By Tax Cowboy,   
    • 9 replies
    • 1.3k views

  49. Other investment account question

    By Carla G.,
    • 3 replies
    • 2.2k views

  50. How to fairly split ESOP

    By SpecialGuest,
    • 2 replies
    • 3.8k views
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