Blue Ridge ESOP Associates Industry News

Heart of America's 18th Annual Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 16, 2017 12:39:47 PM

The Heart of America's 18th Annual Fall ESOP Conference is coming up next week! There is still time today to register with the early bird discount here. At this conference, you will have the opportunity to hear Anthony Brunsvold present at one of the sessions about The "4 R's" ~ Reshuffling, Redeeming, Rebalancing & Releveraging. In this advanced session, experienced practitioners will explain the mechanics and consequences of the "4 R's".
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Topics: Distributions, Dividend Rules, Diversification, Conferences

OH/KY ESOP Chapter Thoroughbred Conference

Posted by Blue Ridge ESOP Associates

Jul 25, 2017 4:24:42 PM

The Ohio/Kentucky Thoroughbred ESOP Conference is coming up in August. There is still time to register with the early bird discount here. At this conference, you will have the opportunity to hear Renee Stadtmueller present at the following session about The Three D's of ESOPs: Distributions, Diversification, and Dividends. This session will address the: 1) timing and form of ESOP Distributions; 2) statutory Diversification rules; and, 3) special treatment of Dividends in ESOPs from a legal and administrative perspective. The three "D"s of ESOPS pertain to all ESOP companies and attendees will gain insight and a better understanding of this aspect of their plan's administration.
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Topics: Distributions, Dividend Rules, Diversification, Conferences

Dividend Rules for ESOP Companies

Posted by Scott J. Freund, QPA

Nov 15, 2016 1:41:38 PM

Many C Corporation companies who sponsor an Employee Stock Ownership Plan elect to pay dividends to their ESOP.  This article will provide a summary of the rules that the company needs to follow if they wish claim a deduction on the dividends paid to the ESOP.

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Topics: S-Corp, Dividend Rules, IRC, C-Corporation