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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Advisor Insights on Year-End Planning with Stock Comp
: "See https://lnkd.in/eBth7zx for year-end planning ideas for stock compensation and company stock holdings. Leading financial advisors provide insights in this updated myStockOptions article from the site's section on year-end planning at https://www.mystockoptions.com/financial-planning/year-end-planning"
Tax Planning For Year-End Company Stock Sales
: "See this blog https://lnkd.in/e_CNAfp for employees and executives planning a company stock sale. This blog from myStockOptions.com discusses ways under the tax code for deferring or eliminating the capital gains tax for the sale.
For more year-end planning ideas see that section on myStockOptions at: https://www.mystockoptions.com/financial-pl..."
Year-End Planning 2019, NQSOs vs. ISOs, Pre-IPO Advice, Negotiating Stock Compensation
: "See the update on newest content on site myStockOptions at https://lnkd.in/ezhTC6N. Covers year-end planning 2019, NQSOs vs. ISOs, Pre-IPO advice, negotiating stock compensation, and more. Also Learning Center courses on the site for 100% of CEP CE credits at https://www.mystockoptions.com/learningcenter"
Attorneys try to expand the section 16 (b) exemptions to help executive extract additional wealth from shareholders
: "This article addresses the requirements for an exemption from Section 16 b) of the 1934 Securities Act. The transaction must be between an officer or director and the issuer. This article is about what the SEC stated in their Amicus Curiae Briefs in 16 b cases and in the SEC Release of August 3, 2005 .
Amicus Curiae Brief in Dreiling v. America..."
RSU Financial Planning: Advisor Insights
: "See https://lnkd.in/eB3XfhX for article Financial Planning With Restricted Stock Units: 3 Key Questions. It's new article in on the site myStockOptions.com in the Restricted Stock/RSU section https://www.mystockoptions.com/restricted-stock/restricted-stock-units"
Do you advise public company executives & key employees?
: "See The 20 Best Conferences For Financial Advisors To Choose From In 2020 at https://lnkd.in/e6gp_2U. Mike Kitces (leading guru in the financial planning industry) selected the myStockOptions conference on Financial Planning for Public Company Executives & Key Employees.
Look under Specialized conferences and scroll down. This is big deal for t..."
Explanation of why discretionary sales of issuer stock to the issuers for taxes or exercise price payments are not exempt from Section 16 (b).
: "Let us Assume that
the officer or director has inside information that the stock will drop in 5 days.the officer or director has ESOs on 1,000,000 shares with an expiration in 2 years.the ESOs are far in the money with a delta of 97.the officer or director has the choice to dispose of the shares for tax payments to the issuer or to pay cash ..."
ESPP Benefits & Key Questions To Ask
: "See this new blog from myStockOptions.com all about ESPPs: https://lnkd.in/exJs9td
Briefly explains their features, why they are a great deal for employees, and questions to ask about them."
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