Recent legislation supporting employee ownership has successfully passed in the Pennsylvania House and is on to the Senate. This Bill
Selling your organization to your employees can preserve your legacy, reward your employees, and provide you with the flexibility to
Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why aren’t more business owners taking
ESOPs: Why Aren’t There More? Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why
If Capital Gains Rates Go Up, What Will That Do to M&A… Enter the ESOP Transaction While taxes are not
Recently, the United States Department of Labor (DOL) has been extremely aggressive in challenging transactions involving Employee Stock Ownership Plans
On Friday August 2, 2019, U.S. District Judge Norman K. Moon in the U.S. District Court for the Western District
On March 21, 2019, the U.S. Court of Appeals upheld a ruling that Wilmington Trust NA, (Wilmington Trust) a “premier
Read Bob Grossman’s article, “Enterprise Valuation after the TCJA,” published in the December 2018 issue of Practical Tax Strategies.
Read Bob Grossman’s article, “The Tax Cuts and Jobs Act and ESOP Valuations,” published in the October/November 2018 issue of Financial Valuation
In a recent interesting District Court case in Florida [Joseph M. McKenny, 121 AFTR 2d 2018-337 (DC FL)], the court
An employee stock ownership plan (ESOP) is a retirement plan that is permitted to invest some, or all, of its
