ESOP tax benefits for selling shareholders can be significant and it can take on many forms depending on the seller(s)' goals.
Tax Benefits For C Corporation Owner
An owner of a C corporation can defer tax on the sale of stock as long as the ...
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Two Truths About Establishing An Equity Compensation Plan That Are Imperative To Its Success
We hear over and over from our clients and referral sources looking for solutions to long-term equity incentive compensation planning, "I'd like to compensate my employees in stock to incentivize them and motivate them to help grow the company." This ...
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The Two Main Takeaways From 2017’s ESOP Conferences
We have a dedicated purpose to maintain and continue to develop our position as thought leaders in the ESOP arena to meet the ever changing and evolving needs of our clients. This is not a static area in which we practice. It's very dynamic and ...
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ESOPs Explained
Employee Stock Ownership Plans (ESOPs) can seem confusing, but they are actually very simple and attractive tools for attracting and retaining top talent, and providing flexibility for business owners.
ESOPs are very similar to profit-sharing ...
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ESOP Share Distributions: “Recycle” Or Redeem?
You have choices when it comes to distributing ESOP benefits to participants. Do you distribute shares from the plan that the company immediately redeems from the participant? Or, do you keep the shares in the plan by recycling them among the ...
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ESOP Companies: Should You Elect S Corporation Status?
Here's the analysis you need to figure out whether electing S corporation status makes sense for your ESOP company. We look at built-in gain, LIFO/FIFO, tax attributes and more. You'll still want to talk to your CPA, but this article will give you ...
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