Converting to an employee stock ownership plan offers firms tax benefits and an alternative to private equity.

Most Employee Stock Ownership Plans (ESOP) participants transfer company stock to an IRA starting around age 55, so taxes on ...

Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different ...

Editor’s note: This is part two of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more than ...

An ESPP, or Employee Stock Purchase Plan, allows employees of a company to purchase stock in the company - usually at a ...

Please note, this statement is not a regulatory or tax document and should not be used for income tax preparation. Employees need to use information found in their W-2 to complete their tax returns.

Editor’s note: This is part three of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more ...

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate ...