While the entire world has been reeling from the economic impacts of COVID-19, family businesses are especially susceptible. A recent KPMG study found that 78% of family businesses saw their revenues ...

Employee stock ownership plans (ESOPs) have gained popularity as a means of aligning the interests of employees with the success of the company. These plans are established by employers with the goal ...

Why try to persuade employees to act like owners when you could just make them owners? In case you didn’t know, October is Employee Ownership Month. According to the ESOP Association, there are about ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

ESOPs allow employees to earn company shares, boosting performance and retention. Business owners can sell companies through ESOPs, gaining tax advantages. Employees only pay taxes on ESOP shares when ...

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 6,500 ...