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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The Ultimate Option Rollforward Template! With A Cheat Sheet!

So, there you are, going about your day, minding your own business. And then your auditors call you and ask you for a rollforward of option activity for 2017.  And then your trustee calls you and asks for a schedule of your option grants so that they can reconcile them to their records. And then …

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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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The Cupcakes of the Equity World: An Introduction to Options Terminology

For those of you who prefer this in Infographic format, see here. The next part of the Due Diligence Handbook  deals with options.  This is an interesting area to review, but it is also a big one, and can be a bit technical. Seeing how most of you likely have neither the time nor the …

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