ESOP Information

About ESOPs - Section Overview

This section contains articles and information to help you learn about ESOPs:
Learn the basics about Employee Stock Ownership Plans:
What is an ESOP?
Tax and Financial Advantages of an ESOP
Why Should Your Company Adopt an ESOP?
What is the Technical History of ESOPs?
What is the Philosophy of the ESOP?

Get quickly acquainted with important reasons why over 20,000 company owners have adopted ESOPs:
Why Should You Consider an ESOP?

ESOP Articles and Webinars

Click here to read articles and view on-demand webinars on the following topics:

  • ESOPs Pros and Cons
  • ESOPs & Employee Productivity
  • ESOP: A New Tax-Savings Tool for Owners of S Corporations
  • ESOPs vs. Profit Sharing Plans
  • ESOPs: Uses, Advantages & Illustrative Case Histories
  • ESOP Myths and Misconceptions
  • Exit Strategies -- as published in the January, 2006 issue of Electrical Wholesaling
  • 2010 Cost-of-Living Adjustments
  • S Corporation Rules - Involving Section 409(p)

Articles by John D. Menke

Click here to read articles written by John D. Menke on the following topics:

  • An Open Letter to Business Owners
  • Tax Alert for Business Owners!
  • Why Should You Consider an ESOP?
  • The Origin and History of the ESOP and Its Future Role as a Business Succession Plan
  • A Modest Proposal for a New, New Deal
  • ESOP Marketability Discounts: Is the "Put Option" Argument Fallacious?
  • Exit Strategies: An Employee Stock Ownership Plan (ESOP) May Be the Solution to Your Succession-Planning Dilemma
  • Restoring the American Dream: Economic Stimulation and Solutions for Creating New American Jobs and for Protecting Existing American Jobs
  • Distributions from an ESOP in the Form of Employer Stock: An Unfortunate Trap for the Unwary
  • Faultering Economy Highlights Need for a Restructuring of America
  • Why China Must Support and Encourage the Development of ESOPs
  • The ESOP as Defined by Final IRS Regulations
  • The Employee Stock Ownership Trust: A New Trend in Employee Benefits and Corporate Finance

Profile of An ESOP Candidate

Want to know more about the typical ESOP Candidate? Click here.

Why Should You Consider an ESOP?

Whether you want to sell some or all of your stock in the company in the next five years or whether you plan to remain active for the long term, Menke & Associates, Inc. proposes to work with you to develop a program which should help you achieve your growth potential and multiply the total value of your investment in the company.

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ESOP Administration Deadlines

Click here for information regarding important Administration Deadlines