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Participant Communication, Education & Decision Support

This forum is dedicated to helping companies to maximize the motivation & retention capacity of their stock plans by discussing the issues & ways to make sure plan participants fully understand, appreciate and get the most out of their awards.

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W-2s, Forms 3921 (ISOs) & 3922 (ESPPs): Employee Communications Started by Bruce Brumberg / Wed, Jan 20, 2016 9:13 AM 1 107 Profile Image for Bruce Brumberg
Last post on Jan 20, 2016
by Bruce Brumberg
Interesting Tools for Communicating Equity Started by Dan Walter / Mon, Dec 6, 2010 3:01 PM 1 139 Profile Image for Dan Walter
Last post on Dec 6, 2010
by Dan Walter
Interactive Quiz to Test Tax Return Reporting Knowledge Started by Bruce Brumberg / Wed, Mar 9, 2016 8:33 AM 1 139 Profile Image for Bruce Brumberg
Last post on Mar 9, 2016
by Bruce Brumberg
Top 10 Questions to Help Employees with Tax Return Reporting Started by Bruce Brumberg / Wed, Feb 17, 2016 11:30 AM 1 140 Profile Image for Bruce Brumberg
Last post on Feb 17, 2016
by Bruce Brumberg
Tax return reporting resources for employees Started by Bruce Brumberg / Wed, Mar 16, 2016 9:28 AM 1 141 Profile Image for Bruce Brumberg
Last post on Mar 16, 2016
by Bruce Brumberg
Videos on Tax Return Reporting to Help Employees Started by Bruce Brumberg / Wed, Feb 24, 2016 9:51 AM 1 150 Profile Image for Bruce Brumberg
Last post on Feb 24, 2016
by Bruce Brumberg
Overview of Option and Restricted Stock Tax Basics Started by Dan Walter / Sat, Apr 10, 2010 3:40 PM 1 151 Profile Image for Dan Walter
Last post on Apr 10, 2010
by Dan Walter
Introduction Started by Bill Dillhoefer / Wed, Jan 7, 2009 6:37 PM 1 158 Profile Image for Bill Dillhoefer
Last post on Jan 7, 2009
by Bill Dillhoefer
Tax developments important for stock option, restricted stock, and ESPP participants Started by Bruce Brumberg / Tue, Nov 2, 2010 5:50 AM 1 159 Profile Image for Bruce Brumberg
Last post on Nov 2, 2010
by Bruce Brumberg
Video on Employee Stock Options Started by Bruce Brumberg / Mon, Oct 26, 2015 10:38 AM 1 161 Profile Image for Bruce Brumberg
Last post on Oct 26, 2015
by Bruce Brumberg
How to Improve Perceived Value of Stock Grants by Employees Started by Bruce Brumberg / Tue, Jul 12, 2016 8:09 PM 1 162 Profile Image for Bruce Brumberg
Last post on Jul 12, 2016
by Bruce Brumberg
Impact of Tax Relief Act on stock compensation and year-end planning Started by Bruce Brumberg / Mon, Dec 20, 2010 6:20 PM 1 162 Profile Image for Bruce Brumberg
Last post on Dec 20, 2010
by Bruce Brumberg
Insider trading film festival for Employees? Started by Bruce Brumberg / Wed, Jan 18, 2012 1:51 PM 1 162 Profile Image for Bruce Brumberg
Last post on Jan 18, 2012
by Bruce Brumberg
Employee Education and Communication: How Much Taxes to Pay, and When to Pay Them - fairmark.com Started by ECE Administrator / Thu, Jul 22, 2010 9:53 PM 1 166 Profile Image for ECE Administrator
Last post on Jul 22, 2010
by ECE Administrator
How to Make your Equity Compensation Income Tax Free Started by John Olagues / Sun, Oct 3, 2010 9:55 AM 1 170 Profile Image for John Olagues
Last post on Oct 3, 2010
by John Olagues
Employee Communication and Education: Got Company Stock Options? Here's How They Work Started by ECE Administrator / Thu, Jul 22, 2010 9:50 PM 1 172 Profile Image for ECE Administrator
Last post on Jul 22, 2010
by ECE Administrator
Should I do ESPP w/100% stock match after 3 years (not typical 15% discount & no "immediate sell" option)? - 20 Uune 2009 Started by Dan Walter / Tue, Jun 23, 2009 1:57 PM 1 175 Profile Image for Dan Walter
Last post on Jun 23, 2009
by Dan Walter
Is It Wrong to Hedge Your Own Company Shares? Started by John Olagues / Mon, Mar 1, 2010 5:49 PM 1 176 Profile Image for John Olagues
Last post on Mar 1, 2010
by John Olagues
Employee Education and Communication: Calculating ESPP capital gains after donation to charity - TaxQueries.com Started by ECE Administrator / Thu, Jul 22, 2010 9:55 PM 1 177 Profile Image for ECE Administrator
Last post on Jul 22, 2010
by ECE Administrator
Tax Return Extensions & Estimated Taxes: Stock Comp Confusion Started by Bruce Brumberg / Mon, Apr 13, 2015 12:07 PM 1 179 Profile Image for Bruce Brumberg
Last post on Apr 13, 2015
by Bruce Brumberg
 

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