Employee Stock Purchase Plan (ESPP)

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Member's Profile
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, there is no tax on the gain but with a cap of 10 Xs the basis or $10 MM. Also exempt from...
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 at various avenues for raising additional funds to help fuel our expansion. Floating...
Member's Profile
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 owner wanted to speak with me, as a representative of the National Center for Employee...
Member's Profile
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 together to start a new company there is a lot of excitement and jockeying for equity ownership...
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? This will make a difference on which ESPP reporting cycle you report on. We have two...