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.
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Plan Sponsor Features Tax Season Resources for Employees
: "See https://lnkd.in/eQdN3xc in which Plan Sponsor recognized the Tax Center resources on myStockOptions.com with this article highlighting the content and our updates for this confusing tax season."
Mergers and Acquisitions and Section 16(b) Romeo and Dye treatise
: "Below is copied from the Romeo and Dye Section 16 (b) Treatise, which apparently some attorneys cite as legal authority.
14.04 SECTION 16 TREATISE 1402
[c] Acquisitions in Mergers
Acquisitions in a merger of the equity securities (including derivativesecurities) of the acquiror are eligible for exemption under Rule ..."
Tax Return Reporting of Stock Sales: Change in Steps
: "The restructured Form 1040 tax return makes reporting company stock sales and AMT more complicated. See https://lnkd.in/eA-ARpm, a new blog from myStockOptions.com about the changes and what employees need to do."
Romeo and Dye Treatise filled with Errors
: "Below are 3 pages from the Treatise of
Peter Romeo and Alan Dye
14.04 Acquisitions from the Issuer
Rule 16b-3(d) provides a broad exemption for acquisitions from the issuer not involving a Discretionary Transaction. The rule makes available five different methods for exempting these acquisitions.
[1] Transactions Covered[a] Broad Range
Rule ..."
Analysis of SEC Rule 16 b-3(a) and (d)
: "On August 9,2005, the SEC issued Release Nos. 33-8600 and 34-52202 whereby they clarifies regulatory conditions relating to SEC Rule 16 b-3.
Below is a copy of the current SEC Rule 16 b-3(a), which remained the same as prior.
240.16b-3 Transactions between an issuer and its officers or directors.
(a) General. A transaction between the issuer (i..."
W-2s and Stock Compensation
: "Guidance on W-2s with stock compensation income is focus of newest blog from myStockOptions https://lnkd.in/eY9bv5A"
Hedging ESOs by writing calls compared with early exercise of ESOs
: "Below are several assumptions about the terms made in a specific type of ESOsNon Qualified ESOs to buy 10,000 shares are granted which have an exercise price of $20.00 with an expiration day of 7 years (2555 days) later. The ESOs vest in 2 years.The assumed interest rate is 3.30% , and the volatility is 35, with no dividend payable.The theore..."
3 Key 2019 Tax Numbers For Employes & Stock Plan Admin To Know
: "Your employees and stock plan systems need to focus on some key tax numbers that get adjusted every year, including those that impact stock compensation and withholding. They are explained in this new myStockOptions blog https://lnkd.in/er42ZT9."
Example of a detailed 60 day letter seeking recover under Section 16 (b)
: "John Olagues 413 Sauve RdRiver Ridge LA 70123
Miles White , Chairman and CEO Robert Ford EVPBrian Blaser EVPJohn A. Berry AttorneyAbbott Laboratories100 ABBOTT PARK ROADABBOTT PARK. IL 60064 September 28, 2018
Re: New 60 Day letter requesting recovery of profits earned in violation of Section ..."
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