Press Release: Adds Equity Compensation Tax Planning

POSTED ON November 28, 2021 BY Bill Dillhoefer

Bend, OR, November 29, 2021 –, 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’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow […]


Press Release: StockOpter Redesigned to Simplify Equity Compensation Planning

POSTED ON December 1, 2020 BY Bill Dillhoefer

Bend, OR, December 1, 2020 –, the industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available making it easier than ever for advisors to analyze client company stock and option holdings and provide professional guidance. Initially released in 2008, […]


Press Release: StockOpter Adds 10b5-1 Trading Plan Tracking

POSTED ON February 12, 2020 BY Bill Dillhoefer

Bend, OR, February 12, 2020 –, the industry leading application for equity compensation valuation and risk analysis has been enhanced to track client 10b5-1 trading plans. These trading plans established under SEC Rule 10b5-1 provide an affirmative defense against charges of insider trading because they are setup before the employee knows information that may […]


Trends in Private Company Stock Plans and How They Effect Advisors

POSTED ON March 7, 2019 BY Bill Dillhoefer

According to a recent post by Barbra Baksa of the National Association of Stock Plan Professionals, a soon to be released NASPP’s survey on equity compensation at private companies found the following five trends: #1: Stock options are the equity vehicle of choice, with 74% of respondents granting them. #2: Private companies are committed to […]

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Equity Compensation Recipients Want to Avoid Mistakes, Here’s How Advisors Can Help!

POSTED ON February 28, 2018 BY Bill Dillhoefer

IMAGE: Hiva Sharifi/Unsplash While the majority of workers view their equity compensation as a critical tool for building long-term wealth, a recent survey from Schwab Stock Plan Services found that, out of the one-thousand equity compensation recipients surveyed, a mere twenty-four percent had exercised options or sold shares. With over a third of the participants […]


Continuing Education Credit for Stock Plan Advisors

POSTED ON October 10, 2017 BY Bill Dillhoefer

Need continuing education credits? In its Learning Center, offers continuing professional education for a few different certifications: Certified Financial Planners (CFP) Certified Private Wealth Advisors (CPWA) Certified Investment Management Analysts (CIMA) Certified Equity Professionals (CEP) In total, the Learning Center offers: 15 continuing education credits for CFPs (50% of the total requirement) 15 […]


Five Trends in Restricted Stock/Units

POSTED ON May 4, 2017 BY Bill Dillhoefer

Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals (NASPP) identifies five trends in the usage of restricted stock and units, from the 2016 Domestic Stock Plan Design Survey, co-sponsored by the NASPP and Deloitte Consulting. Trend #1: Use of time-based stock grants and awards is still on the rise. The percentage […]


More Employees Rank Company Stock as Their Top Benefit

POSTED ON September 27, 2016 BY Bill Dillhoefer

BOSTON — For many people, their most important workplace benefit is a 401(k) or health insurance, but for a growing number of employees, a company stock plan is their top benefit. According to research1 from Fidelity Investments®, 16 percent of employees say company stock is their most important benefit, up from 10 percent in 2014. […]

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Equity Compensation Advisor News: July/August 2016

POSTED ON July 22, 2016 BY Bill Dillhoefer

IMAGE: LinkedIn Sales Navigator / Unsplash Here’s the latest news, tips and information for financial advisors that help clients with the diversification of their company stock and options. Helping Clients Get More From Their Equity Compensation: Companies grant more than $110 billion in equity awards every year, and many have concerns about how much employees value […]