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Employee Stock Ownership Plans: Impacts from Recent Tax Reform

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

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 |

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 |

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 |

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 |

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 |

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 |

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

Employee Stock Ownership Plans and "Rebalancing"

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

The Internal Revenue Service made it clear that the right to be invested in employer stock is not a protected benefit. Learn More >

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