EP5 - Secure Act 2.0 - How Does This New Legislation Affect ESOPs - Interview with John Burgess

The Secure 2.0 Act of 2022 makes some interesting developments in the world of ESOPs. John Burgess and I work through categorically how this new legislation will affect ESOPs now and into the future. We touch on its changes for 1042, tax credits, ESOP education, and ESOP plan design. Overall this legislation provides more reassurance that ESOPs have bipartisan support and are only becoming a stronger part of the US economy.

How the World Misunderstands America
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How the World Misunderstands America

What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service
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What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service

EP26 ESOPs and Real Estate Interview with Jim LaHam and Justin Knox Tax Partners with Berman Hopkins
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EP26 ESOPs and Real Estate Interview with Jim LaHam and Justin Knox Tax Partners with Berman Hopkins

EP11 - Jim Bonham - President of The ESOP Association - Current Legislation and Resources
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EP11 - Jim Bonham - President of The ESOP Association - Current Legislation and Resources

The French Do Not Care About Work
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The French Do Not Care About Work

The Milk Every Diabetic Should DRINK to LOWER Blood Sugar & Slower Type 2 Diabetes
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The Milk Every Diabetic Should DRINK to LOWER Blood Sugar & Slower Type 2 Diabetes

EP20 Considerations for Post ESOP Discussion with Katie Hardin ESOP Accounting Benefits Expert
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EP20 Considerations for Post ESOP Discussion with Katie Hardin ESOP Accounting Benefits Expert

Something TERRIBLE is Happening in The Housing Market
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Something TERRIBLE is Happening in The Housing Market

Which country has the best education in the world? - The Global Story podcast, BBC World Service
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Which country has the best education in the world? - The Global Story podcast, BBC World Service

I turned an old van into a 2-STORY tiny house
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I turned an old van into a 2-STORY tiny house

Niederlande – Japan Highlights | Gruppe F, FIFA WM 2026 | sportstudio
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Niederlande – Japan Highlights | Gruppe F, FIFA WM 2026 | sportstudio

Why the war is not over | John Mearsheimer
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Why the war is not over | John Mearsheimer

EP10 - Fiduciary Insurance for ESOPs Discussion with Jeff Gelburd with Murray Insurance
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EP10 - Fiduciary Insurance for ESOPs Discussion with Jeff Gelburd with Murray Insurance

NEVER Buy These 5 Types of Homes (I'm a Lawyer)
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NEVER Buy These 5 Types of Homes (I'm a Lawyer)

EP12 - Underwriting the ESOP loan with Doug Dell from KeyBank
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EP12 - Underwriting the ESOP loan with Doug Dell from KeyBank

If You Hit THESE Milestones By 40… You’re Probably Going To Be Okay Financially
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If You Hit THESE Milestones By 40… You’re Probably Going To Be Okay Financially

Anne Applebaum and Fiona Hill: Why America Is Losing Its Edge
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Anne Applebaum and Fiona Hill: Why America Is Losing Its Edge

Think Faster, Talk Smarter with Matt Abrahams
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Think Faster, Talk Smarter with Matt Abrahams

EP 301: Mastering the Preparation Principle, Essential Tips for Business Exits w/ Eric Coonrod
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EP 301: Mastering the Preparation Principle, Essential Tips for Business Exits w/ Eric Coonrod

Something is jamming GPS over Europe. Here's what we found
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Something is jamming GPS over Europe. Here's what we found