10 Companies with Generous Stock and Option Programs

POSTED ON March 15, 2016 BY Bill Dillhoefer

By Michal Addady from Fortune Company stock and option programs (Equity Compensation) can serve as additional ways to pay workers beyond wages or salaries. These programs supplement base pay to provide competitive compensation, can act as a recognition tool to award employees for good work, and they help ensure that employees’ interests are aligned with […]

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Professors Recognized for Research on Perceived Value of Employee Stock Options

POSTED ON March 9, 2016 BY Bill Dillhoefer

AICPA, CIMA Recognize 3 Professors for Management Accounting Research on Valuing Employee Stock Options Greatest Potential Impact on Management Accounting Award given at AAA Management Accounting Section’s mid-year Meeting. Dallas (Jan. 11, 2016) — The  American Institute of CPAs (AICPA) and the  Chartered Institute of Management Accountants  (CIMA) have recognized three professors for research into the impact of […]

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Divorce Photo by Kelly Sikkema on Unsplash

Dividing Stock Compensation in Divorce

POSTED ON February 12, 2016 BY Bill Dillhoefer

IMAGE: Kelly Sikkema / Unsplash By Jennifer Namazi, Editorial Director, NASPP Divorce is almost never pretty, and sometimes the more there is at stake, the more complicated the process becomes. In today’s blog I’ll explore how a couple of states are taking a more definitive stance on how stock compensation is handled in divorce proceedings. […]

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Startup Employees: Here is the proper way to value your stock options

POSTED ON January 4, 2016 BY Bill Dillhoefer

By Matt Rosoff from Business Insider What happened at Good Technology is an excellent reminder for employees working at any venture-funded private company on how to treat those stock options you’re getting. For most employees, for the sake of your own financial planning and salary negotiations, those options should be treated as if they are […]

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Advisors’ Top Priority? Growth Trumps Tech!

POSTED ON December 30, 2015 BY Bill Dillhoefer

A recent Scottrade advisor survey finds that regardless of size, RIAs would invest first in growing their firms, followed by tech. http://www.thinkadvisor.com/2015/12/03/advisors-top-priority-growth-trumps-tech-scottrade?   Those were the key findings of the 2015 Scottrade Advisor Services Study, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would […]

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Fidelity Seeing Record Growth in Stock Plan Business

POSTED ON October 15, 2015 BY Bill Dillhoefer

BenefitsPro: Fidelity Investments has posted record sales in its stock plan administrative services unit. Since July 1, 2014, the Boston-based investment company has inked 53 new client agreements representing more than 140,000 plan participants. The Fidelity platform provides the recordkeeping and trade execution for restricted stock plans, performance plans, stock options, and employee stock purchase plans. […]

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Equity Compensation Advisor News: Sept 2015

POSTED ON September 8, 2015 BY Bill Dillhoefer

IMAGE: rawpixel.com / Unsplash Here’s the latest news, tips and information for financial advisors that assist clients who receive company stock and options. How the Recent Stock Market Correction Effects Stock Option Values: Although this article was written a year and a half ago, it still holds true.  Despite recent “corrections” most employee stock options granted in […]

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IRS Proposes a Change for Filing 83(b) Election

POSTED ON August 5, 2015 BY Bill Dillhoefer

BOSTON–(myStockOption.com Blog)– On July 17, 2015, the IRS and the Treasury proposed an amendment to the regulations under IRC Section 83(b). Because the IRS perceived the problem of attaching a paper election to an electronic filing, the proposal seeks to end the requirement to file a copy of a Section 83(b) election with your tax […]

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Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online

POSTED ON July 30, 2015 BY Bill Dillhoefer

BOSTON–(BUSINESS WIRE)–New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media.1 In response to those findings, Fidelity Clearing and Custody, the division of Fidelity Investments® that provides clearing […]

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