SECURE 2.0 & ESOPs
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Description
In this episode, Joanne Szupka is joined by Maria Thiel & Blake Head to discuss the world of Employee Stock Ownership Plans (ESOPs) & SECURE 2.0. The discussion focuses on the three provisions in SECURE 2.0 that relate to ESOPs:
• Deferral of tax for certain sales of employer stock to employee stock ownership plans sponsored by S Corporations starting in 2028.
• Certain securities treated as publicly traded in case of employee stock ownership plans.
• Worker Ownership, Readiness, and Knowledge (WORK Act).
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