The ECE Groupsite will be moving 100% to LinkedIn as of October 1m 2020
On October 1, 2020, this Groupsite will be shut down however, your membership will remain active on the Linkedin ECE group (https://www.linkedin.com/groups/65343/).
This site was created more than a decade ago to provide a networking spot with features that were not yet supported by LinkedIn or other professional networking resources. If you have not already joined the ECE group on LinkedIn, please use the link above and request to become a member. It will be approved pretty quickly.
This is a FREE group for professionals - Join today
Information from this or any other web site should NEVER be used without first having it reviewed by your own experts and advisers. The ECE does not guarantee the accuracy of the information on this site and in fact, sometimes posts erroneous or controversial information to be reviewed by its members. It is each member's responsibility to ensure the accuracy of the information for the use by them or their clients.
MOST POPULAR TOPICS
UPCOMING EVENTS - see calendar for details
This area will display upcoming events as they approach on the calendar
RECENT ACTIVITY
Post-Tax Season Financial Planning for Employees with Stock Comp
: "See https://bit.ly/2VAnwZk for update on post-tax season topics for employees from myStockOptions.com, including articles and podcasts on retirement planning and college funding with stock compensation."
(DELETED) SEC Question and Answer of General Applicability No 123.17
: "Question 123.17
Question: Could the six-month holding period of Rule 16b-3(d)(3) be used to exempt an officer's or director's purchase of the issuer's stock in an underwritten public offering?
Answer
Answer: No. Rule 16b-3 would not exempt this transaction, because the rule was not intended to cover a situation where someone other than the issu..."
SEC Question and Answer of General Applicability 123.18
: "SEC Question 123.18
Question: Are the dispositions of issuer securities that take place in cashless exercises through a broker eligible for exemption pursuant to Rule 16b-3(e)?
Answer: No. The dispositions that take place pursuant to these transactions are not eligible for exemption pursuant to Rule 16b-3(e) because cashless exercises through a..."
Stock Comp Financial Planning Confererence
: "Now that tax return day is behind us, time to focus on financial planning and employee education for stock comp. Early-bird registration for myStockOptions Financial Planning conference ends this week. Go to https://lnkd.in/eg_a4Cf for agenda, speakers, and to register.
It's an event for anyone involved with stock compensation financial planni..."
Tax Return Extension & Estimated Taxes For Stock Comp
: "Tax return extensions and estimated taxes are focus of myStockOptions blog at https://lnkd.in/exD7FCR. If interested in this content, look at end of blog for info on stock comp financial planning conference or go to www.myStockOptions.com/Conference
What baseball park is in photo with the blog?"
"Getting Started in Employee Stock Options" by Wiley and Sons 2010
: "A book by John Olagues and John Summa Ph. D. on how to best manage Employee Stock Options. Published by Wiley and Sons 2012
https://www.wiley.com/en-us/Getting+Started+In+Employee+Stock+Options-p-9780470570791
John Olagues"
Reporting Stock Sales on Tax Returns
: "This myStockOptions blog explains how to avoid mistakes and overpaying taxes: https://lnkd.in/eF_NKra. Tax return reporting is more complex when execs and employees sell shares from exercised stock options, vested restricted stock, and ESPPs.
See also the Tax Center on myStockOptions at https://www.mystockoptions.com/tax-center. It has annotate..."
Tax Return Changes Impacting Stock Comp & Stock Sales
: "See article on site myStockOptions.com that explains them on home page and at https://lnkd.in/eY2VnmC. It focuses on tax return reporting changes that impact stock compensation and stock sales."
Online Quiz on Tax Return Topics
: "Test your knowledge of tax return topics with this interactive quiz https://lnkd.in/ekcvpfU on myStockOptions.com. It's focused on stock compensation and stock sale reporting. The answer key links to content on the site, making it like an e-learning course."
Webinar on Tax Return Reporting & Education for Employees
: "I'm doing another webinar on Tax Return topics tomorrow/Tuesday March 6, which is for Computershare.
To register use link: https://attendee.gotowebinar.com/register/9029053543897277195
This tax season has numerous changes related to reporting on Form 1040, including for stock compensation income and stock sales. For more details on these topics..."
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