SPEED ROUND: Stock Compensation
Need the quick and dirty on stock compensation? Dark Horse CPAs’ Natalie Cohen will lay the foundation of what you need to know in less than 5 minutes.
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stock compensation
Explore " stock compensation" with insightful episodes like "SPEED ROUND: Stock Compensation", "myStockOptions.com Podcast - NEW! Basics Of Financial Planning With Stock Compensation And Company Shares", "myStockOptions.com Podcast - How The 2018 Tax Reforms Continue To Affect Year-End Planning For Equity Comp And Company Shares", "myStockOptions.com Podcast - Divorce: What Happens To My Stock Grants?" and "myStockOptions.com Podcast - Stock Option Terms: What You Can Expect" from podcasts like ""Taxes Made Simple", "myStockOptions.com Podcasts", "myStockOptions.com Podcasts", "myStockOptions.com Podcasts" and "myStockOptions.com Podcasts"" and more!
Episodes (11)
myStockOptions.com Podcast - NEW! Basics Of Financial Planning With Stock Compensation And Company Shares
In this podcast Bruce Brumberg, the editor-in-chief of myStockOptions.com, introduces financial planning for stock compensation and company shares, including common mistakes and how to avoid them, goals-based planning, and how to maximize the value of stock grants and ESPPs. He is interviewed by Kathleen Cleary, the education director of the National Association of Stock Plan Professionals (NASPP). For more advanced financial-planning coverage, see the Financial Planning and Life Events sections of this website.
myStockOptions.com Podcast - How The 2018 Tax Reforms Continue To Affect Year-End Planning For Equity Comp And Company Shares
Employees who have stock compensation must consider the tax changes made by the Tax Cuts & Jobs Act. This podcast summarizes how those changes affect year-end planning, along with strategies that apply every year-end.
myStockOptions.com Podcast - Divorce: What Happens To My Stock Grants?
NEW! When you and your spouse decide to split, your stock grants will probably be divided too. In this interview, divorce attorney Linda Olup explains the treatment of vested and unvested stock grants in divorce, the approaches to valuation used by courts, the division of options in the property settlement, and the way courts regard stock grants as income for consideration in child support and alimony. The interview is a companion to Ms. Olup's article series on this topic.
myStockOptions.com Podcast - Stock Option Terms: What You Can Expect
NEW! Get a sense of what you should, and should not, expect in the terms of your stock option grant. In this interview, compensation expert Richard Friedman (Ayco Company) discusses trends in vesting schedules, post-termination exercise rules, and other plan features. The interview is a companion to Mr. Friedman's article on this topic, which includes findings from Ayco's extensive survey of features in stock option plans.
myStockOptions.com Podcast - Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
NEW! An often underestimated danger companies face is the risk that an executive or employee may violate corporate, tax, or securities laws. In this interview, compensation expert Richard Friedman (Ayco Company) outlines practices for executives to help them avoid compliance problems, and explains the possible penalties of noncompliance. The interview is a companion to Mr. Friedman's article series on this topic.
myStockOptions.com Podcasts
en-usSeptember 22, 2016
myStockOptions.com Podcast - Living And Working In Multiple States: Challenges For Mobile Employees In The USA
NEW! Moving between US states, whether to relocate permanently or simply to travel for business, can involve tax complications for people who have stock compensation. In this interview, Deloitte consultant David Johnson presents the issues that you may encounter when you leave your home office and cross a state line. This audio recording is a companion to Mr. Johnson's article (co-written with Mark Miller) on the same topic elsewhere on this website.
myStockOptions.com Podcast - Employment Issues With Stock Compensation And Key Stock Plan Documents To Understand
NEW! In this interview, attorney Alisa Baker discusses employment, negotiation, and job-termination issues with equity compensation, the related stock plan documents you must understand, and common mistakes to avoid. This audio recording is a companion to Ms. Baker's article series Negotiating And Structuring Your Stock Compensation.
myStockOptions.com Podcasts
en-usDecember 10, 2015
myStockOptions.com Podcast - Taking An Overseas Assignment: Stock Compensation For Internationally Mobile Employees
For internationally mobile employees, the tax treatment of equity compensation can be extremely complex. In this interview, Deloitte consultant Mark Miller explains the issues that employees should consider when they are preparing to take a job assignment in a foreign country. This audio recording is a companion to Mr. Miller's articles on taxation for internationally mobile employees in the Financial Planning section of this website.
myStockOptions.com Podcast - How Pre-IPO Stock Compensation May Change Upon The Company's IPO
As privately held companies prepare for their market debuts, they make changes in equity compensation programs. Compensation consultant Ryan Harvey explains some of the shifts you can expect in your stock grants both during the period leading up to your IPO and after your company goes public. This audio recording is a companion to an article by Mr. Harvey and Bryan Smith in the Pre-IPO section of this website.
myStockOptions.com Podcast - A Holistic Approach To Equity Compensation, And Special Dilemmas Faced By Executives
CFP Geoffrey Zimmerman explains why it is important to see equity awards in the big picture of your life, including your circumstances, values, activities, and goals, before you make any financial-planning decisions with your grants. He also comments on the special planning dilemmas faced by senior executives with stock compensation. This audio recording is a companion to Mr. Zimmerman's articles on the holistic approach to stock comp and special issues for executives in the Financial Planning section of this website.
myStockOptions.com Podcasts
en-usAugust 05, 2014