Employee Stock Ownership Plans (ESOPs)

1,075 topics in this forum

1. Late ESOP Contributions?

   By Tax Cowboy, Saturday at 04:19 PM
   • 1 reply
   • 89 views
   • 
   • ESOP Guy
   • Sunday at 01:17 PM

2. Help please with question on distribution

   By Alex16, November 6
   • 5 replies
   • 211 views
   • 
   • Alex16
   • November 13

3. ESOT & Efficient Corporate Tax Structure

   By PowerCPA, October 31
   • 5 replies
   • 259 views
   • 
   • GBurns
   • November 7

4. ESOP Termination Post-Acquisition - Distributions in Cash Only?

   By kmhaab, September 30
   • 3 replies
   • 805 views
   • 
   • Westsquire
   • October 1

5. Retiring - Are ESOP shares undervalued?

   By I need help, September 24   

   • esop
   • valuation
   • (and 1 more)

     Tagged with:

     • esop
     • valuation
     • fiduciary
   • 10 replies
   • 182 views
   • 
   • Luke Bailey
   • September 25

6. Bank Holding Company Loan to ESOP

   By JRN, August 7
   • 3 replies
   • 250 views
   • 
   • BeckyMiller
   • September 24

7. ESOP Loan paid off, time to pay terminees

   By Brenda Wren, August 30
   • 0 replies
   • 170 views
   • 
   • Brenda Wren
   • August 30

8. Esop Audit question

   By Tax Cowboy, August 27   

   • esop
   • 5 replies
   • 166 views
   • 
   • Tax Cowboy
   • August 28

9. Plan buy-back of ESOP shares

   By Dennis G., July 1
   • 11 replies
   • 373 views
   • 
   • QDROphile
   • July 8

10. Leveraged ESOP and failure to make loan payment

    By Tax Cowboy, June 27
    • 1 reply
    • 175 views
    • 
    • A Shot in the Dark
    • June 27

11. Forfeiture amendment- retroactive application

    By Guest212, June 25
    • 0 replies
    • 120 views
    • 
    • Guest212
    • June 25

12. Requirement to apply for ESOP Plan document determination letter from IRS

    By Tax Cowboy, May 28
    • 6 replies
    • 276 views
    • 
    • ESOP Guy
    • June 3

13. Share release when amortization schedule "changes"

    By mattmc82, May 29
    • 3 replies
    • 165 views
    • 
    • mattmc82
    • May 30

14. ESOP shares valid after termination?

    By black68ss, May 10
    • 2 replies
    • 221 views
    • 
    • black68ss
    • May 25

15. Transfer of profit sharing shares (409(p) protective transfer))

    By MPLSLAW, May 13   

    • 409(p) prohibited transactions
    • 1 reply
    • 202 views
    • 
    • ESOP Guy
    • May 16

16. Second half of ESOP not paid

    By Joe010284, May 9
    • 3 replies
    • 223 views
    • 
    • rr_sphr
    • May 10

17. suspense account considered for top heavy purposes?

    By Belgarath, April 5
    • 4 replies
    • 345 views
    • 
    • austin3515
    • April 9

18. Transfer to avoid a 409(p) failure

    By Belgarath, April 4
    • 0 replies
    • 146 views
    • 
    • Belgarath
    • April 4

19. TEGE Audit of ESOP - Extending SOL ?

    By Tax Cowboy, February 16
    • 4 replies
    • 300 views
    • 
    • ESOP Guy
    • March 21

20. ESOP IDR response - expanding tax years?

    By Tax Cowboy, February 27
    • 1 reply
    • 347 views
    • 
    • A Shot in the Dark
    • February 28

21. New ESOP and elapsed time

    By DPL, February 22
    • 3 replies
    • 215 views
    • 
    • Mike Preston
    • February 25

22. Are leveraged ESOPs required to issue Form 1099-INTs to former shareholders?

    By Guest AAKERISA, January 27, 2014
    • 2 replies
    • 1,562 views
    • 
    • Guest ESOP Guy Need Help
    • January 25

23. S-corp distribution dividend payment

    By Belgarath, January 10
    • 7 replies
    • 611 views
    • 
    • Belgarath
    • January 14

24. ESOP payment not made

    By Crjcpm, December 30, 2018
    • 3 replies
    • 228 views
    • 
    • Crjcpm
    • January 14

25. Compensation for ABT - combo ESOP and k plan

    By cpc0506, January 10
    • 3 replies
    • 165 views
    • 
    • Mike Preston
    • January 10