Employee Stock Ownership Plans (ESOPs)

1,143 topics in this forum

1. Distribution Method

   By JimboPColtrane, September 6
   • 3 replies
   • 221 views
   • 
   • Mike McWherter
   • September 7

2. Preventing Plan disqualification - ESOP 20% Leased Employee Limitation

   By Tax Cowboy, August 22   

   • esop
   • audit
   • 3 replies
   • 125 views
   • 
   • Tax Cowboy
   • August 23

3. DOL/EBSA investigation SOL

   By Tax Cowboy, August 17
   • 4 replies
   • 195 views
   • 
   • Tax Cowboy
   • August 18

4. Disqualified persons and family members for 409(p) testing

   By Belgarath, August 15
   • 3 replies
   • 103 views
   • 
   • ESOP Guy
   • August 15

5. Participation by foreign employees.

   By HCE, August 8
   • 6 replies
   • 158 views
   • 
   • Luke Bailey
   • August 10

6. Excess 415 Issue -- Correction

   By HCE, July 29
   • 5 replies
   • 224 views
   • 
   • ESOP Guy
   • July 29

7. ESOT & Efficient Corporate Tax Structure

   By PowerCPA, October 31, 2019
   • 6 replies
   • 848 views
   • 
   • jessieba
   • July 15

8. ESOP with no cash

   By jsample, June 29
   • 8 replies
   • 198 views
   • 
   • ESOP Guy
   • July 6

9. Esop disqualified - Ttee obligation to participants

   By Tax Cowboy, June 28   

   • esop
   • disqualified
   • 2 replies
   • 242 views
   • 
   • Luke Bailey
   • July 2

10. Section 409(o) payout limits

    By JustSayin, June 1
    • 1 reply
    • 158 views
    • 
    • ESOPMomma
    • June 2

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

    By ESOP Guy, February 18
    • 1 reply
    • 206 views
    • 
    • Degrand
    • May 23

12. Accelerated distributions and BRF considerations?

    By Nate S, May 10
    • 5 replies
    • 189 views
    • 
    • Degrand
    • May 23

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

    By Tax Cowboy, April 23   

    • esop loan
    • esop
    • (and 1 more)

      Tagged with:

      • esop loan
      • esop
      • prohibited transactions
    • 2 replies
    • 247 views
    • 
    • Tax Cowboy
    • April 25

14. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy, March 29   

    • esop
    • audit
    • 3 replies
    • 212 views
    • 
    • Tax Cowboy
    • April 2

15. IRS retirement plan audit / SOL Q

    By Tax Cowboy, March 9
    • 3 replies
    • 484 views
    • 
    • Luke Bailey
    • March 15

16. Handling Distributions Before Valuation is Completed

    By kmhaab, December 16, 2021
    • 2 replies
    • 240 views
    • 
    • ESOP Guy
    • December 17, 2021

17. ESOP Sponsor Acquiring Property from Related Employer

    By Plan Doc, November 24, 2021
    • 1 reply
    • 256 views
    • 
    • EBECatty
    • November 24, 2021

18. CO Lawyer Recommendations

    By Crjcpm, October 6, 2021
    • 4 replies
    • 266 views
    • 
    • Crjcpm
    • October 8, 2021

19. Change of Corporate Structure

    By HCE, September 22, 2021
    • 3 replies
    • 213 views
    • 
    • EBECatty
    • September 22, 2021

20. ESOP VALUATION QUESTION

    By JimboPColtrane, May 26, 2021
    • 8 replies
    • 909 views
    • 
    • Marcus R Piquet
    • July 23, 2021

21. ESOP Cycle 3 Pre-approved design plan

    By JHawk, June 21, 2021
    • 4 replies
    • 331 views
    • 
    • Belgarath
    • July 1, 2021

22. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy, June 16, 2021   

    • ftwilliam
    • esop
    • (and 2 more)

      Tagged with:

      • ftwilliam
      • esop
      • determination letter 5300 irs
      • preapproved plan; prototype
    • 1 reply
    • 263 views
    • 
    • JHawk
    • July 1, 2021

23. Esop Bank Account titling question

    By Tax Cowboy, April 28, 2021   

    • esop
    • 4 replies
    • 423 views
    • 
    • Degrand
    • May 14, 2021

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

    By Tax Cowboy, May 5, 2021   

    • dol
    • 2 replies
    • 470 views
    • 
    • Degrand
    • May 14, 2021

25. Reporting NUA to NRA

    By Tegernsee, May 6, 2021
    • 4 replies
    • 381 views
    • 
    • Degrand
    • May 14, 2021