Resources

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | March 20, 2018

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

Advantages and Disadvantages of a 1042 Election

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | January 30, 2014

A 1042 Election can have significant tax advantages for the seller to an ESOP, but there are strict requirements related to this election, as well. Learn More >

Promoting Success with Employee Stock Ownership Plans

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | November 27, 2013

Some feel that in the coming decades the ownership to be promoted will be an employee’s ownership in his or her employer – through Employee Stock Ownership Plans (ESOPs). Learn More >

Price Protection in ESOPs

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | July 27, 2013

A unique problem arises when the owners of a company are ready to sell more shares to the ESOP, and they want the ESOP to borrow money in order to purchase the shares. Learn More >

Employee Stock Ownership Plans with Closely Held Stock Receive Relief from FASB

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | July 24, 2013

A new Accounting Standards Update reaffirms the indefinite deferral of disclosures that were scheduled to take effect on Form 5500 filings for 2012. Learn More >

ESOP Feasibility Studies

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | April 26, 2013

When we perform an ESOP feasibility study for a client that already has the successor management in place, and has available a certain amount of cash flow to apply toward buying out... Learn More >

ESOPs --- Obstacles and Solutions

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | January 11, 2013

Employers express various concerns when they consider establishing an Employee Stock Ownership Plan (ESOP). Learn More >

Structuring the Sale of Shares to a Leveraged ESOP

ESOPs | October 23, 2012

We’ve heard some interesting discussion recently about several ways attorneys have structured these sales; and we thought it was worth sharing. Learn More >

Baby Boomer Exit Strategies Using a Leveraged ESOP

ESOPs | July 17, 2012

What are the advantages to using a leveraged Employee Stock Ownership Plan (ESOP) to create that market instead of looking for an outside buyer for the stock? Learn More >

Combining ESOPs and 401(k) Plans

ESOPs | April 25, 2012

Most companies that sponsor an Employee Stock Ownership Plan (ESOP) also sponsor a separate 401(k) plan. Learn More >

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