Press Release: StockOpter.com Adds Equity Compensation Tax Planning

POSTED ON November 28, 2021 BY Bill Dillhoefer

Bend, OR, November 29, 2021 – StockOpter.com, the wealth management industry’s leading application for providing clients with sophisticated equity compensation guidance now includes multi-year tax and cash flow modeling functionality.  In addition to StockOpter.com’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow […]

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Podcast: The Importance of Diversification When Managing Your Employer Stock & Options

POSTED ON August 23, 2021 BY Bill Dillhoefer

In this episode of the Tech Money Podcast, Malcolm Ethridge sits down with Bill Dillhoefer, CEO of Net Worth Strategies Inc, as they discuss the importance of diversification when managing employer stock and options. Bill describes his company’s StockOpter software, and the ways it helps financial planning professionals advise clients who are paid in equity. […]

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When is an Option Grant Ripe for Picking?

POSTED ON August 18, 2021 BY Bill Dillhoefer

By Stoddard Barnhill and Phillip Barnhill This is a geeky treatment of a complex subject. Still, our singular intent in this blog is to introduce you to a statistical methodology to help optimize your option exercise strategy. Therefore, for this blog, we assume that our reader has a core grasp of the mechanics of equity […]

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Marketing Approaches for the Equity Compensation Niche

POSTED ON July 19, 2021 BY Bill Dillhoefer

This is the executive summary for an excellent article from Kitces.com on marketing approaches. The author, Kristen Luke describes three primary types of firm marketing strategies: Transaction, Relationship and Expertise. For the equity compensation planning niche, a combination of the “Relationship” and “Expertise” approaches would be appropriate because this niche requires substantial planning expertise within […]

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Stock Option Exercise Strategy: Article and Webinar

POSTED ON July 14, 2021 BY Bill Dillhoefer

An article published on Forbes.com summarizes some of the insights from a webinar coordinated by myStockOptions.com on Stock Option Exercise Strategies. This webinar moderated by Bruce Brumberg featured a panel of three stock option planning professionals (including StockOpter’s Bill Dillhoefer). The presenters offered tips and case studies regarding helping clients to make informed and prudent […]

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The Changing Importance of Equity Compensation

POSTED ON June 30, 2021 BY Bill Dillhoefer

The “2020 Equity Compensation Participant Survey,” from Charles Schwab is the latest update in an annual series of reports that track the behaviors of equity compensation plan participants. Many of the questions in this survey were focused on the coronavirus pandemic which has driven many people to make decisions about exercising or selling equity compensation. […]

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SEC to Revisit Rule 10b5-1: 4 Things to Know

POSTED ON June 25, 2021 BY Bill Dillhoefer

By Jennifer Namazi from the NASPP Are changes coming to Rule 10b5-1? It seems so, as the Securities and Exchange Commission (“SEC”) recently indicated that that the Rule, first adopted in 2000, is due for a makeover. A Brief Background of Rule 10b5-1 Rule 10b5-1 was adopted by the SEC in 2000 and permits insiders of […]

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Understand SPACs and Equity Compensation

POSTED ON June 9, 2021 BY Bill Dillhoefer

By Barbara Baksa, NASPP The term SPAC stands for special purpose acquisition company, which is an accurate description of what the company is. A SPAC is a company that exists solely for the purpose of acquiring a private company (or part of a public company that is being spun off) and taking it public. A […]

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5 Trends in Stock Ownership Guidelines

POSTED ON April 28, 2021 BY Bill Dillhoefer

By Barbara Baksa, National Association of Stock Plan Professionals (NASPP) Stock ownership guidelines for executives are now de rigueur at publicly held companies, as a result of considerable pressure from investors, proxy advisory firms, and the media. But there are many nuances in how stock ownership guidelines can be implemented. For today’s blog entry, I […]

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