Blue Ridge ESOP Associates Industry News

Potential Tax Savings from a Lump Sum Distribution of Stock

Posted by Dolores P. Lawrence, CPA, QKA

Nov 15, 2016 1:19:55 PM

Some ESOPs permit participants to take a lump sum distribution from their accounts.  Some may provide an option for all or a portion of the distribution to be paid in shares of Employer stock.

Read More

Topics: Distributions, Tax Savings