Employee Stock Purchase Plan (ESPP)

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Anonymous Member
Anonymous
(Manager)
Hello. I work for a start up and we are issuing a unit appreciation plan which would be payable upon the sale of the company to employees who are a part of the plan. I did some...
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
Member's Profile
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...
Member's Profile
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...
Member's Profile
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?...