Dividing Stock Compensation in Divorce

IMAGE: Kelly Sikkema / Unsplash By Jennifer Namazi, Editorial Director, NASPP Divorce is almost never pretty, and sometimes the more there is at stake, the more complicated the process becomes. In today’s blog I’ll explore how a couple of states are taking a more definitive stance on how stock compensation is handled in divorce proceedings. In Illinois (an equitable distribution state for purposes of dividing marital assets in a divorce), recent changes to their divorce laws included that stock options...

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Startup Employees: Here is the proper way to value your stock options

By Matt Rosoff from Business Insider What happened at Good Technology is an excellent reminder for employees working at any venture-funded private company on how to treat those stock options you're getting. For most employees, for the sake of your own financial planning and salary negotiations, those options should be treated as if they are worth $0. Because until you sell them, that's what they're worth. OK, technically, by some measures, those options are worth more than $0. But you...

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Advisors’ Top Priority? Growth Trumps Tech!

A recent Scottrade advisor survey finds that regardless of size, RIAs would invest first in growing their firms, followed by tech. http://www.thinkadvisor.com/2015/12/03/advisors-top-priority-growth-trumps-tech-scottrade?   Those were the key findings of the 2015 Scottrade Advisor Services Study, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would spend an “extra dollar” in their businesses. "Growth" was chosen by 38% of respondents and investing in technology by 25%, followed by 13% who would...

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Fidelity Seeing Record Growth in Stock Plan Business

BenefitsPro: Fidelity Investments has posted record sales in its stock plan administrative services unit. Since July 1, 2014, the Boston-based investment company has inked 53 new client agreements representing more than 140,000 plan participants. The Fidelity platform provides the recordkeeping and trade execution for restricted stock plans, performance plans, stock options, and employee stock purchase plans. “Company stock plans are playing an increasingly important role in corporate benefit programs, especially as more companies expand their workforce globally and look for ways...

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Equity Compensation Advisor News: Sept 2015

IMAGE: rawpixel.com / Unsplash Here's the latest news, tips and information for financial advisors that assist clients who receive company stock and options. How the Recent Stock Market Correction Effects Stock Option Values: Although this article was written a year and a half ago, it still holds true.  Despite recent "corrections" most employee stock options granted in the last ten years are likely to be significantly "In-the-Money" (current stock price above the grant price).  This correction serves as yet another reminder for advisors and recipients...

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IRS Proposes a Change for Filing 83(b) Election

BOSTON--(myStockOption.com Blog)-- On July 17, 2015, the IRS and the Treasury proposed an amendment to the regulations under IRC Section 83(b). Because the IRS perceived the problem of attaching a paper election to an electronic filing, the proposal seeks to end the requirement to file a copy of a Section 83(b) election with your tax return. This relaxation of the rules is expected to take effect for grants made on or after January 1, 2016. From that time onward, the...

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Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online

BOSTON--(BUSINESS WIRE)--New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media.1 In response to those findings, Fidelity Clearing and Custody, the division of Fidelity Investments® that provides clearing and custody to registered investment advisors (RIAs), retirement record keepers, broker-dealer firms, banks and insurance companies, today announced two new offerings designed to help advisors...

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