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The One-Stop ESOP Blog

Mar 01, 2022

Top 6 Facts to Know About NUA, ESOP Distributions, and Tax Treatment

Review potential tax savings for employees electing NUA on ESOP distributions of lump-sum stock distributions vs. cash distributions taxed as ordinary income.
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View All Categories Business Succession Planning Communications and Culture Compliance employee stock ownership plan Employee Stock Ownership Plan (ESOP) ESOP ESOP Administration ESOP distributions ESOP Planning rules and regulations
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    • Jan 25, 2022

      How to Calculate Your ESOP Cost Basis & Why It’s Important to Track

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    • Nov 30, 2021

      How Does an ESOP Distribution Work After the Death of a Participant?

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    • Jun 15, 2021

      ESOP Distribution & Taxation: How Does it Work? What Are the Rules?

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    • May 11, 2021

      What Employers & Administrators Need to Know About ESOP Distribution Timing

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    • Jan 30, 2018

      2017 ESOP Benefit Payment Government Filings (IRS Forms 1099-R, 1096, 945)

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    • Jan 23, 2017

      2016 ESOP Benefit Payment Government Filings (IRS Forms 1099-R, 1096, 945)

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    • Jan 12, 2016

      Qualified Charitable Distributions (QCD)

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    • Dec 29, 2015

      2015 ESOP Required Minimum Distributions (RMDs)

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    • Mar 07, 2014

      ESOP Diversification

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