ESOP & Options

No Soup Tax Benefits for You!—Israeli Tax Advantaged ESOP Program Requirements

As you go through the “Option & Share Plan for Employees” Section of the Due Diligence Handbook and the various articles I’ve written on options  you will notice myriad references to  tax authorities in general and the ITA (Israeli Tax Authority or Mas Hachnasah) in particular. That’s because, as we discussed here, national tax authorities …

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Your Friendly Neighborhood Option & ESOP Cheatsheet Collection

First, a bit of vocabulary…. The Cupcakes of the Equity World: An Introduction to Options Terminology (article format) My First Infographic: An Introduction to Option Terminology (Infographic format) What is Vesting? Proxy Moxie!  What is an Option Pool? What is Reverse Vesting  What are Repurchase Agreements? (in the pipeline) And a few words of explanation…. …

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Proxy Moxie!

One fine day, your lawyer calls you up to remind you “hey, you have to have your annual shareholder meeting and approve your financial statements!” Now, the Board of Directors, (which, as we learned, includes representatives of the major investors), reviewed and approved the statements at their last meeting. As such, instead of making your investors—all …

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