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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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Webinar on Year-End Planning & Education for Employees Started by Bruce Brumberg / Thu, Dec 6, 2018 8:58 AM 1 20 Profile Image for Bruce Brumberg
Last post 10 days ago
by Bruce Brumberg
W-2s, Forms 3921 (ISOs) & 3922 (ESPPs): Employee Communications Started by Bruce Brumberg / Wed, Jan 20, 2016 9:13 AM 1 143 Profile Image for Bruce Brumberg
Last post on Jan 20, 2016
by Bruce Brumberg
Volatile Stock Markets: Helping Employees Handle It Started by Bruce Brumberg / Fri, Oct 12, 2018 7:26 AM 1 148 Profile Image for Bruce Brumberg
Last post on Oct 12, 2018
by Bruce Brumberg
Interactive Quiz to Test Tax Return Reporting Knowledge Started by Bruce Brumberg / Wed, Mar 9, 2016 8:33 AM 1 156 Profile Image for Bruce Brumberg
Last post on Mar 9, 2016
by Bruce Brumberg
Interesting Tools for Communicating Equity Started by Dan Walter / Mon, Dec 6, 2010 3:01 PM 1 165 Profile Image for Dan Walter
Last post on Dec 6, 2010
by Dan Walter
Top 10 Questions to Help Employees with Tax Return Reporting Started by Bruce Brumberg / Wed, Feb 17, 2016 11:30 AM 1 168 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 1 169 Profile Image for Bruce Brumberg
Last post on Mar 16, 2016
by Bruce Brumberg
Introduction Started by Bill Dillhoefer / Wed, Jan 7, 2009 6:37 PM 1 171 Profile Image for Bill Dillhoefer
Last post on Jan 7, 2009
by Bill Dillhoefer
Impact of Tax Relief Act on stock compensation and year-end planning Started by Bruce Brumberg / Mon, Dec 20, 2010 6:20 PM 1 171 Profile Image for Bruce Brumberg
Last post on Dec 20, 2010
by Bruce Brumberg
Overview of Option and Restricted Stock Tax Basics Started by Dan Walter / Sat, Apr 10, 2010 3:40 PM 1 173 Profile Image for Dan Walter
Last post on Apr 10, 2010
by Dan Walter
Insider trading film festival for Employees? Started by Bruce Brumberg / Wed, Jan 18, 2012 1:51 PM 1 178 Profile Image for Bruce Brumberg
Last post on Jan 18, 2012
by Bruce Brumberg
Tax developments important for stock option, restricted stock, and ESPP participants Started by Bruce Brumberg / Tue, Nov 2, 2010 5:50 AM 1 179 Profile Image for Bruce Brumberg
Last post on Nov 2, 2010
by Bruce Brumberg
How to Make your Equity Compensation Income Tax Free Started by John Olagues / Sun, Oct 3, 2010 9:55 AM 1 182 Profile Image for John Olagues
Last post on Oct 3, 2010
by John Olagues
Is It Wrong to Hedge Your Own Company Shares? Started by John O. / Mon, Mar 1, 2010 5:49 PM 1 188 Profile Image for John O.
Last post on Mar 1, 2010
by John O.
Employee Communication and Education: Got Company Stock Options? Here's How They Work Started by ECE Administrator / Thu, Jul 22, 2010 9:50 PM 1 200 Profile Image for ECE Administrator
Last post on Jul 22, 2010
by ECE Administrator
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 1 200 Profile Image for ECE Administrator
Last post on Jul 22, 2010
by ECE Administrator
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 1 200 Profile Image for ECE Administrator
Last post on Jul 22, 2010
by ECE Administrator
Video on Employee Stock Options Started by Bruce Brumberg / Mon, Oct 26, 2015 10:38 AM 1 202 Profile Image for Bruce Brumberg
Last post on Oct 26, 2015
by Bruce Brumberg
Tax Return Extensions & Estimated Taxes: Stock Comp Confusion Started by Bruce Brumberg / Mon, Apr 13, 2015 12:07 PM 1 203 Profile Image for Bruce Brumberg
Last post on Apr 13, 2015
by Bruce Brumberg
How do you advise employees with ESO when the market is volatile (i.e. Now)? Started by Bill Dillhoefer / Fri, Aug 26, 2011 4:20 PM 1 206 Profile Image for Bill Dillhoefer
Last post on Aug 26, 2011
by Bill Dillhoefer
 

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