Employee Stock Purchase Plan (ESPP)

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Anonymous Member
Anonymous
(Consulting CFO)
Seeking reference material for sizing/ re-sizing an employee stock option pool. Company started 20 years ago and has issued options which are now 23% of OS stock+options. Looking to...
Anonymous Member
Anonymous
(Accountant)
Hello, We are a private company. One of our employees has exercised his stock options by a promissory note. How should this transaction be journalized in our accounting system? Once he...
Anonymous Member
Anonymous
(Director of Corporate Treasury)
My company considers issuing a phantom stock plan as an incentive mechanism for some of our management. Our turnover is over 20%, so we are looking for a way to retain leaders of our...
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Atul Madahar
Title: Director
Company: Anonymous
(Director at Anonymous)
Dear Proformative Friends and Neighbors, Thank you for your responses to my previous questions... very, very helpful. My current firm is considering forming a new company to address a...
Anonymous Member
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Robert Hawn
Title: Partner
Company: Strategy Law, LLP
(Partner at Strategy Law, LLP)
I spend a lot of time talking to founders of Silicon Valley start-ups about the stock they will receive in exchange for their contributions to their new company, and then preparing...
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Jim Timmins
Title: Managing Director
Company: Teknos Associates
(Managing Director at Teknos Associates)
If your company transferred shares to employees during 2013, then it likely faces a deadline for providing information to the employees by January 31, 2014 and to the Internal Revenue...
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Scott Broberg
Title: Director of Finance
Company: DSP Group
(Director of Finance at DSP Group)
Employees purchase ESPP stock at a discount on December 31st 2009 and sell January 4th 2010 as part of a same day sale, is the 3922 IRS reporting based on the purchase or sell date?...
Anonymous Member
Anonymous
(CFO)
My company went public many years back under different financial leadership. We are on a major exchange. We had some ups and downs and are now having some ups, happily. We are looking...