Mini-cast 213: The SECURE and WORK Acts Move EO Forward by The ESOP Podcast published on 2023-01-28T04:18:26Z Host Bret Keisling gives a brief overview of important new federal legislation that should move employee ownership to new levels. Part of the Consolidated Appropriations Act, passed in December 2022, the SECURE Act and WORK Act call for the Department of Labor to provide guidance on ESOP valuations and determining fair market value, allow for deferred capital gains tax on S-Corp ESOP transactions, provide funding for state and local governments and non-profit entities to encourage EO, as well as implement technical changes to mandatory disbursements and to self-correcting and reporting inadvertent errors in ESOP administration. The show notes and full transcript of this episode, which includes links to all of the topics mentioned, is available on our website at https://www.theesoppodcast.com/post/mini-cast-213-the-secure-and-work-acts-move-eo-forward Genre Business