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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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Tax Return Extensions & Estimated Taxes for Stock Comp Started by Bruce Brumberg / Wed, Apr 13, 2016 1:45 PM 1 165 Profile Image for Bruce Brumberg
Last post on Apr 13, 2016
by Bruce Brumberg
Company stock prices over the past decade bode well for recipients of employee stock options Started by Bill Dillhoefer / Tue, Apr 12, 2016 11:38 AM 1 231 Profile Image for Bill Dillhoefer
Last post on Apr 12, 2016
by Bill Dillhoefer
Tax return reporting help for employees Started by Bruce Brumberg / Wed, Apr 6, 2016 11:17 AM 1 195 Profile Image for Bruce Brumberg
Last post on Apr 6, 2016
by Bruce Brumberg
Restricted Stock and RSUs: Tax Return Help for Employees Started by Bruce Brumberg / Wed, Mar 30, 2016 8:58 AM 1 202 Profile Image for Bruce Brumberg
Last post on Mar 30, 2016
by Bruce Brumberg
10 Companies with Generous Stock and Option Programs Started by Bill Dillhoefer / Fri, Mar 25, 2016 9:42 AM 1 220 Profile Image for Bill Dillhoefer
Last post on Mar 25, 2016
by Bill Dillhoefer
Tax return reporting resources for employees Started by Bruce Brumberg / Wed, Mar 16, 2016 9:28 AM 1 124 Profile Image for Bruce Brumberg
Last post on Mar 16, 2016
by Bruce Brumberg
Professors Recognized for Research on Perceived Value of Employee Stock Options Started by Bill Dillhoefer / Fri, Mar 11, 2016 9:19 AM 1 177 Profile Image for Bill Dillhoefer
Last post on Mar 11, 2016
by Bill Dillhoefer
Interactive Quiz to Test Tax Return Reporting Knowledge Started by Bruce Brumberg / Wed, Mar 9, 2016 8:33 AM 1 124 Profile Image for Bruce Brumberg
Last post on Mar 9, 2016
by Bruce Brumberg
Videos on Tax Return Reporting to Help Employees Started by Bruce Brumberg / Wed, Feb 24, 2016 9:51 AM 1 132 Profile Image for Bruce Brumberg
Last post on Feb 24, 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 1 133 Profile Image for Bruce Brumberg
Last post on Feb 17, 2016
by Bruce Brumberg
9 Things for Participants to Consider Started by Bill Dillhoefer / Mon, Feb 15, 2016 10:09 AM 1 300 Profile Image for Bill Dillhoefer
Last post on Feb 15, 2016
by Bill Dillhoefer
W-2s, Forms 3921 (ISOs) & 3922 (ESPPs): Employee Communications Started by Bruce Brumberg / Wed, Jan 20, 2016 9:13 AM 1 99 Profile Image for Bruce Brumberg
Last post on Jan 20, 2016
by Bruce Brumberg
Video on Employee Stock Options Started by Bruce Brumberg / Mon, Oct 26, 2015 10:38 AM 1 152 Profile Image for Bruce Brumberg
Last post on Oct 26, 2015
by Bruce Brumberg
Survey Covers Stock Plan Communications at Global Companies Started by Bruce Brumberg / Thu, Oct 22, 2015 9:30 AM 1 184 Profile Image for Bruce Brumberg
Last post on Oct 22, 2015
by Bruce Brumberg
The importance of 1-on-1 participant interactions Started by Bill Dillhoefer / Thu, Sep 10, 2015 3:30 PM 1 234 Profile Image for Bill Dillhoefer
Last post on Sep 10, 2015
by Bill Dillhoefer
New Videos, Articles, & Podcasts on Stock Options Started by Bruce Brumberg / Wed, Aug 12, 2015 9:22 AM 1 201 Profile Image for Bruce Brumberg
Last post on Aug 12, 2015
by Bruce Brumberg
5 Things You Must Know if You Get Paid with Equity Started by Bill Dillhoefer / Fri, Jun 26, 2015 9:34 AM 1 352 Profile Image for Bill Dillhoefer
Last post on Jun 26, 2015
by Bill Dillhoefer
What's the risk of not diversifying? Started by Bill Dillhoefer / Tue, Jun 23, 2015 10:18 AM 1 335 Profile Image for Bill Dillhoefer
Last post on Jun 23, 2015
by Bill Dillhoefer
Survey on Stock Plan Education & Communications Started by Bruce Brumberg / Wed, May 13, 2015 11:25 AM 1 185 Profile Image for Bruce Brumberg
Last post on May 13, 2015
by Bruce Brumberg
Tax Return Extensions & Estimated Taxes: Stock Comp Confusion Started by Bruce Brumberg / Mon, Apr 13, 2015 12:07 PM 1 173 Profile Image for Bruce Brumberg
Last post on Apr 13, 2015
by Bruce Brumberg
 

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