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2019 Tax Reporting Essentials
Everything you need to know about U.S. year-end...
#71: Alexa-Exercise My Options with Andrew Pickering from Fidelity
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#70: Financial Planning for Employees with Bruce Brumberg, myStockOptions.com
#69: Release Secrets Unlocked with Raul Fajardo and Don Gillotti from Certent
Four Considerations for Automating Equity Plan Processes
Kelly Geerts of E*TRADE Financial Corporate Services, Inc. discusses four important considerations to think about before executing new automation strategies for stock plan processes.
Communication in the Multi-Generational Workforce
Understanding communication preferences of different generations and exploring new modes of information sharing is key to delivering your stock plan message.
The (Possible) Future of Capital Gains
How the Democratic presidential candidates think capital gains should be taxed.
Private Company Unicorns: How Expiring Options are Changing Plan Design
Private company unicorns are facing longer paths to IPO, unprecedented valuations, and the potential for options to expire before a liquidity event. Find out how some companies are leveraging plan ...
Legal Challenge to Tesla Mega-Grant
A Tesla shareholder has brought a lawsuit alleging that a massive option grant to Elon Musk constitutes a breach of fiduciary duty and unjust enrichment. Barbara Baksa explains why this is interest...