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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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What's New for Stock Sale Tax Return Reporting Started by Bruce Brumberg / Wed, Feb 13, 2013 12:12 PM 1 240 Profile Image for Bruce Brumberg
Last post on Feb 13, 2013
by Bruce Brumberg
GPS | Participant Education and Communication Open for Public Comment Until February 15, 2013 Started by Dan Walter / Fri, Feb 1, 2013 8:58 AM 2 412 Profile Image for Dan Walter
Last post on Feb 11, 2013
by Dan Walter
Year-End Planning With Stock Options and Company Stock: Insights From Financial Advisors Started by Bruce Brumberg / Wed, Dec 26, 2012 7:22 PM 1 208 Profile Image for Bruce Brumberg
Last post on Dec 26, 2012
by Bruce Brumberg
The Fiscal Cliff and Employee Stock Option Values Started by Bill Dillhoefer / Wed, Dec 19, 2012 11:39 AM 1 251 Profile Image for Bill Dillhoefer
Last post on Dec 19, 2012
by Bill Dillhoefer
Year-end planning help for employees with stock compensation Started by Bruce Brumberg / Wed, Dec 5, 2012 8:09 PM 1 184 Profile Image for Bruce Brumberg
Last post on Dec 5, 2012
by Bruce Brumberg
6039 Compliance, Tips, & Tricks: Filing Your Forms 3921/3922 The Right Way Started by Gary Hamilton / Thu, Nov 8, 2012 9:36 AM 1 350 Profile Image for Gary Hamilton
Last post on Nov 8, 2012
by Gary Hamilton
Taxing Stock Options and Other Equity-Based Pay, by Published October 03, 2012 | Bankrate.com, Fox Business Started by ECE Administrator / Fri, Oct 5, 2012 1:25 PM 2 353 Profile Image for John Olagues
Last post on Oct 9, 2012
by John Olagues
ISO Tax Guidelines for Advisors Started by Bill Dillhoefer / Tue, Sep 18, 2012 10:41 AM 3 365 Profile Image for Bruce Brumberg
Last post on Sep 27, 2012
by Bruce Brumberg
New Ways to Illustrate the Leverage Effect of ESOs Started by Bill Dillhoefer / Thu, Sep 20, 2012 12:50 PM 1 212 Profile Image for Bill Dillhoefer
Last post on Sep 20, 2012
by Bill Dillhoefer
Mock CEP Exams go LIVE on the NCEO CEP Examp Prep Course site! Started by Achaessa James CEP / Mon, Sep 17, 2012 12:32 PM 1 252 Profile Image for Achaessa James CEP
Last post on Sep 17, 2012
by Achaessa James CEP
The Myths & Truths of Equity Compensation Started by Bill Dillhoefer / Fri, Aug 31, 2012 10:17 AM 1 248 Profile Image for Bill Dillhoefer
Last post on Aug 31, 2012
by Bill Dillhoefer
Unique ways to educate employees about equity plans Started by Jill Saverine / Tue, Aug 14, 2012 8:07 AM 5 547 Profile Image for John Olagues
Last post on Aug 19, 2012
by John Olagues
4 Questions to Ask Individuals with Equity Compensation Started by Bill Dillhoefer / Fri, Jul 20, 2012 5:37 PM 1 271 Profile Image for Bill Dillhoefer
Last post on Jul 20, 2012
by Bill Dillhoefer
Insider trading case presents opportunity for employee education & prevention Started by Bruce Brumberg / Wed, Jun 27, 2012 11:50 AM 2 282 Profile Image for John Olagues
Last post on Jun 29, 2012
by John Olagues
Guidance for Stock Plan Participants Started by Bill Dillhoefer / Fri, Jun 22, 2012 12:43 PM 1 214 Profile Image for Bill Dillhoefer
Last post on Jun 22, 2012
by Bill Dillhoefer
AMT Planning with ISOs Started by Bruce Brumberg / Mon, Jun 18, 2012 3:18 PM 1 196 Profile Image for Bruce Brumberg
Last post on Jun 18, 2012
by Bruce Brumberg
When should you reduce the Risk of Holding Employee Stock Options Started by John Olagues / Mon, Apr 2, 2012 5:05 AM 1 247 Profile Image for John Olagues
Last post on Apr 2, 2012
by John Olagues
Article from the New Orleans Silicon Bayou News Started by John Olagues / Fri, Mar 9, 2012 5:24 AM 1 214 Profile Image for John Olagues
Last post on Mar 9, 2012
by John Olagues
Employee Communications on Tax Reporting For Stock Sales from Stock Compensation Started by Bruce Brumberg / Wed, Feb 8, 2012 3:29 PM 1 211 Profile Image for Bruce Brumberg
Last post on Feb 8, 2012
by Bruce Brumberg
W-2 reporting of Stock Compensation Income & Withholding Started by Bruce Brumberg / Wed, Feb 1, 2012 1:45 PM 1 308 Profile Image for Bruce Brumberg
Last post on Feb 1, 2012
by Bruce Brumberg
 

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