On January 20, 2025, an executive order froze two new pieces of proposed employee stock ownership plan (ESOP) guidance announced in a notice of proposed rulemaking and originally set for publication ...

Forbes contributors publish independent expert analyses and insights. Mary Josephs is an expert in business ownership transitions. How far employee ownership has come and how much opportunity remains.

Private equity's run through the ranks of the accounting professions showed no signs of slowing in 2024. But recently, employee stock ownership plans have emerged as an alternative succession strategy ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For estate planning advisors and their clients, this resurgence raises an ...

In a recent court ruling, the US Department of Labor (DOL) prevailed against corporate directors and shareholders for claims related to an Employee Stock Ownership Plan (ESOP) transaction. Most ESOPs ...

Over the past decade, Maine has had a surge of companies converting to employee ownership under the Employee Stock Ownership Plan structure. In 2013, the Pine Tree State had 15 designated ESOPs. By ...

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