Employee Stock Purchase Plan (ESPP)

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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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Achaessa James
Title: Product Manager
Company: National Center for Employee Ownership
(Product Manager at National Center for Employee Ownership)
I met yesterday with an actuarial consulting firm in Mexico City and wanted to pass along this great resource - Nathal Actuarious y Consultores (www.nathalactuarios.com).  The...
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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...
Anonymous Member
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Peter Boyd
Title: Principal
Company: Boyd Family Partners
(Principal at Boyd Family Partners)
Apparently if you but stock of a small corp (under $50 MM assets) during the above referenced time frame, and then hold the stock for five years, when you subsequently sell the stock,...
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Simon Westbrook
Title: CFO
Company: Aargo Inc.
( CFO at Aargo Inc.)
I've discussed the allocation of equity in an earlier post; here I discuss restrictions on equity linked to retention of founders and execsWhen founders and executives get...