Book Description
Employee stock options are one of the best tools to create a culture of ownership among workers. They can also give companies exceptional leverage to attract, retain, and motivate the most talented people in the field. But understanding and implementing a seamless, successful stock option plan can be difficult without the proper guidance.
Author and attorney Frederick D. Lipman describes in detail the legal, operational, and motivational aspects for developing a stock option program for your company, public or private, large or small. Inside, you will learn about incentive stock options, phantom stocks, and employee stock purchase plans, and discover how to:
• Determine which option plan is best for your company
• Establish a culture of ownership among your employees
• Motivate employees to achieve your exit strategy
• Anticipate the tax and accounting ramifications of stock options—for the company and employee
• Understand vesting, exercising, transferring, and repricing options
• And much more
Written for employer and employee alike, this complete book is your blueprint to building a meaningful wealth and value creation program for your most irreplaceable assets—your employees.
"A comprehensive, easy-to-understand guide that should be part of every entrepreneur's library. It demystifies one of the most important aspects of starting and running a company."
—
Shawn M. Marcell, Senior vice president of corporate finance, Bolton Capital Corporation and adjunct professor, the Wharton School of Business
"This book is a must-read for company owners who are interested in attracting and retaining key employees."
—
Morris Gocial, CPA, Gocial and Company, PC
Customer Reviews:
Misleading Title.......2001-08-13
I believe the title of this book should be "The Complete Guide to Exit Event Stock Options". The author makes his preference for Exit Event stock options clear early on, and throughout the book focuses his attention in that direction. For those of you who don't know, exit event options are stock options that only vest when a company is sold or completes it's IPO. This is a reasonable approach for companies that are likely to seen an exit event in 2-3 years, but not for a company just starting out.
Amazon.com
If you're lucky enough to be granted employee stock options--and if the stock is actually worth something!--consider spending a little extra to purchase Robert Pastore's pricey primer on options. Stock options can be quite lucrative, but "while the intention of management and the board of directors is to motivate and reward people through stock options, the reality is that much of the potential wealth that could come from those options is wasted. Why? "The answer is simple," continues Pastore. "Options are complicated. If people maximize the value of their options, it's usually by luck ... blind luck." Thankfully, he writes with the layperson in mind, pinpointing ways to maximize earnings with textbook-like clarity. He explains the difference between incentive and nonqualified options, including charts showing how tax consequences vary, depending on exercise date. Pastore spends considerable time on tax issues, detailing the ramifications of long-term capital gains, alternative minimum tax (AMT), and disqualifying versus nondisqualifying dispositions of stock. Clear and thorough enough for both options newbies and tax professionals, Stock Options should help make blind luck less than necessary for success in the options process. --Rob McDonald
Product Description
As Mark Schwanhausser of the San Jose Mercury News has written with respect to the two previous editions, "Stock Options" is "...a mainstay reference for tax pros..."
Customer Reviews:
Helped me.......2002-03-10
This book helped me greatly with some stock options I got from my work. I had NSO stock and had not idea how the taxes worked out on it and when the best time was to exercise.
Well this book, I made a good decision and made $80,000 on my stock options.
Very informative, technical, and dry........2002-01-24
Just the book I was looking for in 1999. I applaud Pastore's contribution of clear explanations regarding the types of stock options, tax implications, etc. I used the knowledge gained to weed out prospective financial advisors during interviews. You'd be surprised how many of them don't understand tax law when it comes to employee stock options.
Abundance of useful information, Very easy to read.......2000-10-11
This book is the most efficient piece of writing on the taxation of stock options that I have read. I can extract more useful information with less effort than from any other source. The book explains the taxation of stock options in plain English. Anyone who has been granted stock options or who is an advisor to people with stock options should consider adding this book to his or her library.
A Must Read.......2000-04-06
I have a friend of mine, who was granted some stock options from his company. He was totally lost as to the consequences of the granting of the options. I did some research on the subject and my research pointed me into the direction of this book.
Both my friend and myself, were very impressed with the illustrations and ease of reading. Mr. Pastore gave several highly informative illustrations that were well thought out and easily explained.
I would recommend this book without reservation.
A Must Read.......2000-04-06
I have a friend of mine, who was granted some stock options from his company. He was totally lost as to the consequences of the granting of the options. I did some research on the subject and my research pointed me into the direction of this book.
Both my friend and myself, were very impressed with the illustrations and ease of reading. Mr. Pastore gave several highly informative illustrations that were well thought out and easily explained.
I would recommend this book without reservation.
Book Description
A practical, how-to guide regarding legal issues and business benefits of ownership incentive plans, especially ESOPs. Describes how they can be used to expand or sell a company, increase productivity, takeover a firm, defend against a takeover and restructure employee benefits. Experts in a variety of fields contribute short summaries which deal with particular questions of interest.
Book Description
Guidelines for fully understanding and getting full benefit from an employee stock option plan
Nearly 10 million U.S. employees are fortunate enough to receive company stock options. Unfortunately, far too many have little or no idea exactly what it is they have. An Employee's Guide to Stock Options provides the first comprehensiveand comprehensibleguide to employee stock options, covering what they are, what they are worth, how to maximize their value, and more.
Compensation specialist Beth Walker outlines an easy-to-follow program that any employee, at any level, can use to get full value from a company's stock option program. Complete in both its guidelines and its real-life examples, this handy book outlines the fundamental actions that must be taken when stock options are part of a financial plan, as it explains:
• Different types of options
• How to avoid common and costly mistakes
• The impact of the Alternative Minimum tax
Customer Reviews:
Pretty Good, But a Little Confusing.......2007-08-01
The key messages are presented in easy to read jargon, but the figures are very confusing. Better than nothing, but could be better.
Average customer rating:
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The Entrepreneur's Guide to Equity Compensation, Fourth Edition
David Binns , and
Ron Bernstein
Manufacturer: The Beyster Institute at the Rady School, UC San Diego
ProductGroup: Book
Binding: Paperback
 General
| Business & Investing
| Subjects
| Books
Management
| Management & Leadership
| Business & Investing
| Subjects
| Books
Entrepreneurship
| Small Business & Entrepreneurship
| Business & Investing
| Subjects
| Books
All Titles
| Qualifying Textbooks - Fall 2007
| Stores
| Books
Similar Items:
-
The Great Game of Business
ASIN: 0966407776 |
Product Description
The Entrepreneur's Guide to Equity Compensation is a comprehensive overview of employee ownership practices and practicalities. From examining motivations for sharing ownership to determining plan types and features, the Entrepreneur's Guide is an excellent tool for entrepreneurs, executives, advisors, investors, and anyone else wishing to learn about using equity compensation effectively.
Book Description
When you have completed the book, you will be able to: 1) identify and understand what type of employee stock and options you have, 2) determine when you should consider exercising your options, and 3) understand what strategies and actions you should employ for your options.
Additionally, you should be able to avoid making common errors like: 1) exercising the "wrong" type of option, or exercising at an inopportune time, 2) putting tax consequences in front of market conditions, and 3) not protecting your paper gains.
This book will enable you to intelligently discuss strategies involving your employee stock options with your investment advisor so that together, you can make the appropriate decisions.
Customer Reviews:
Disagree with Westborogh review - Good Book.......2001-05-23
A reader from Westborough reviewed the book and did not find it helpful, I disagree. I think the book is intended for the reader like me who has a limited knowledge of their options. In addition, the stories/examples within the books were the best part of the book. If you have an advanced knowledge of options this book might not be right for you, but if you need a simple, easy to read and enjoyable overview of options - I suggest you read this book.
Great Book.......2001-05-23
I was lost with my options until I read this book. I feel that I am able to guide myself through the maze of options with help of this book.
pass this one........2001-03-17
This book can be characterized as a list of attached examples, or a collection of notes. It is difficult to follow and not thorough. Rather than explaining concepts the authors give examples, one per chapter. Furthermore, most of the material is repeated in each chapter since they apply to all the examples. This is a book made in a hurry by compilation of the authors notes. My major interest was in AMT implications which were ignored. After trying to read it for 2 days it went to a corner of my bookcase.
Employee Stock Options - A Strategic Planning Guide.......2000-07-18
This book helped me learn the basic concepts that I have been missing. I would recommend it to anyone who has options and has not already had the time to educated themself. The Q&A section was informative and the stories made the book "fun" to read. A better choice than the typical text book that many might find hard to relate to.
Average customer rating:
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The Employee's Guide to Stock Options
Corey Rosen
Manufacturer: The National Center for Employee Ownership
ProductGroup: Book
Binding: Paperback
Personal Taxes
| Taxes
| Accounting
| Industries & Professions
| Business & Investing
| Subjects
| Books
Introduction
| Investing
| Business & Investing
| Subjects
| Books
Options
| Investing
| Business & Investing
| Subjects
| Books
General
| Personal Finance
| Business & Investing
| Subjects
| Books
ASIN: 0926902776 |
Book Description
Do you understand what stock is and how stock options work? Or how stock value is created? Do you understand the tax, exercise, and financial planning issues for stock options? If you're like most people, at least some of these issues are perplexing for you. Until now, though, there has not been a book that puts this all together for the everyday employee. The Employee's Guide to Stock Options puts it all in one place in an easy-to-understand format.
Book Description
The Stock Options Book is a comprehensive guide for U.S. companies and their professional advisors who want to set up and maintain employee stock option programs to attract, retain, and reward employees. The book covers legal rules, administrative matters, valuation, accounting, plan design, IPO issues, creating a more productive "ownership culture," special considerations for equity compensation in closely held companies, case studies, new research on how companies are structuring their option plans, common questions and answers for plan participants, and alternative plans such as phantom stock, all with an emphasis on broad-based plans in which most or all employees are offered options.
Customer Reviews:
A good overview, targeted towards the tax professional.......2006-02-26
This was a good, concise overview of stock options, but most of the detail concerned tax treatment of various situations. Not being a tax person or accountant, I could still get some good information about my company's stock option plan but I would recommend this book only to people with a good basic understanding of accounting and tax rules.
All aspects of stock options succinctly explained.......1999-09-15
This book is an invaluable reference for any business owner or advisor contemplating the use of stock options to improve a company's performance, motivate employees and create an ownership culture. The National Center for Employee Ownership, the impetus behind this book, is a national treasure, as far as I'm concerned. Their mandate is to democratize the workplace to best reflect the demands and dynamics of the 21st Century Global Economy. This book uniquely addresses everything a company needs to consider regarding stock options: the business, financial, accounting, legal, securities and human resources/organizational development aspects. You cannot find a better resource or more accessible book in the stock options arena.
Exclusively centered on US law.......1999-07-30
The book is of very limited value for any company outside the US. All explanations are given with regard to US laws and regulations.
very educational.......1999-07-10
Excellent book. Though the title doesn't sound as hot as "Ectrepreneu's guide to equity", it covers much more and in depth with the same price. It covers all the pros and cons and tax issues for stock option and empolyee stock ownership plan and other incentive plans. The bottom line, after reading the book, you won't be any more confused about each plan. To an employee, it is very helpful in deciding if you want to stay with present employer or change to another one with a better incentive plan. To an entreprenur, this is the Bible. It will benefit your business and your staff enoumously. I wish I had bought this book first. It could have saved me time and money in shipping $ handling fees and returing back to Amazon the "Entrepreneu's Guide to Equity"
A valuable and authoritative book about stock options........1999-06-22
The Stock Option Book is a valuable source of authoritative current knowledge and thinking about stock options for readers whose background may be business, professional, academia, or government. To be effective, a book of this nature should offer a broad perspective. The experiences of a broad range of experts is more important than that of a single expert. Editor Scott Rodrick of the National Center for Employee Ownership has chosen some of the best known stock option experts to contribute to this book. All have been actively involved in the evolution of employee stock option plans. Each chapter in the book stands alone and is complete in itself. While this produces some overlap in certain of the chapters, it eliminates the need for the reader to refer to other chapters, and it provides valuable reinforcement of important concepts. This book is another excellent publication about employee ownership and participation published by the National Center for Employee Ownership.
Average customer rating:
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An employer's guide to employee stock ownership plans
Manufacturer: Minnesota Dept. of Trade and Economic Development
ProductGroup: Book
Binding: Unknown Binding
Management & Leadership
| Business & Investing
| Subjects
| Books
| Business Ethics
| Consolidation & Merger
| Decision-Making & Problem Solving
| Distribution & Warehouse Management
| Industrial
| Information Management
| Leadership
| Management
| Management Science
| Motivational
| Negotiating
| Operations Research
| Planning & Forecasting
| Pricing
| Production & Operations
| Project Management
| Quality Control
| Risk Assessment
| Statistics
| Strategy & Competition
| Systems & Planning
| Systems Analysis
| Teams
| Total Quality Management
| Training
ASIN: 1888404094 |
Average customer rating:
- The hows, whys, and wherefores of employee ownership
- AN EXCELLENT, CLEAR GUIDE TO EQUITY PLANS!
- This is the best work of its kind on the subject.
- A good practical overview of how stock compensation works
- Terrible book
|
The Entrepreneur's Guide to Equity Compensation
Ron Bernstein ,
David Binns , and
Peggy Walkush
Manufacturer: Foundation for Enterprise
ProductGroup: Book
Binding: Paperback
General
| Business & Investing
| Subjects
| Books
ASIN: 0966407717 |
Book Description
Provides practical knowledge and a comprehensive overview of equity sharing including performance-based methods such as incentive and non-qualified stock options, stock bonus programs, deferred compensation and simulated equity; broad-based methods such as 401(k) and stock purchase programs; and leveraged ESOPs. Relates plan design to company objectives, explains tax and accounting implications, and discusses critical issues such as dilution of ownership, stock pricing, SEC registration, liquidity and employee communications.
Customer Reviews:
The hows, whys, and wherefores of employee ownership.......2002-10-08
Now in an fully updated third edition, The Entrepreneur's Guide To Equity Compensation from the Foundation for Enterprise Development provides an excellent and highly recommended introduction to the hows, whys, and wherefores of employee ownership, as well as how empowered employees can help build a cutting-edge, proactive organization. Individual chapters address both individual-based and company-wide stock plans, savings plans that can hold employer stocks, crucial issues that can interfere with success, and much, much more. A recommended primer for any employer, for The Entrepreneur's Guide To Equity Compensation costs far less than what an unwise stock options decision would impose upon a corporate bottom line!
AN EXCELLENT, CLEAR GUIDE TO EQUITY PLANS!.......2002-06-12
This excellent and clear explanation of approaches to equity plans, provides a guide to creating an employee ownership strategy. The book covers: stock grants; direct stock purchase programs; stock option plans; qualified employee stock purchase programs (ESPPs); employee stock ownership programs (ESOPs); 401(k) and other qualified retirement plans; nonqualified deferred compensation plans; stock appreciation rights and phantom plans; stock programs for American companies operating abroad; and the most suitable equity arrangement for various types of legal forms of companies. Explains the concept, pros and cons, and tax and cost implications. Viewing this work as a compensation consultant, I find it to be an outstanding reference, providing highly accessible explanations. Very highly recommended.
This is the best work of its kind on the subject........1999-08-23
I have used the Entrepreneur's Guide for several years. It is an excellent tool - comprehensive yet easy to understand and logically organized. It presents a very complex area in a clear fashion that goes a long way to helping the interested person decide on a general approach to equity compensation that will fit their needs and help reach their goals for a very reasonable cost. I recommend it to anyone considering exploring an equity compensation strategy of any kind.
A good practical overview of how stock compensation works.......1999-07-27
I found this quite useful as a concise reference to the legal and tax implications of various forms of stock compensation.
Terrible book.......1999-07-04
Terrible book and great disappointment. It's too much outlined with little elaberation. The authers just assume the readers already have great comprehensives how employee equity compenstion works and all the tax isses reated, such as section 1042. But for those who are knowledgable enough, then this book will be too much ABC. I'll return the book
Book Description
Worth magazine founder Randy Jones shows how to pick the best stocks of the future by learning the lessons of the greatest stocks of all time.
In a turbulent investing environment, luck must be the only way to score in the stock market, right? Not so, says Randy Jones. The people who bought McDonald’s in 1965 or Chrysler in 1980 weren’t just fortunate. Most of them knew how to read the signs of a good stock and jumped on the opportunity. Such stocks exist in every economic climate, and Jones shows readers exactly how to find them.
In
The Greatest Stock Picks of All Time, Jones describes twenty-five of the best stock picks ever and explains what made them great. He shows how the smartest investors find companies that are about to zoom, giving readers a framework for analyzing stocks today. For example, Jones explains why AT&T was a great stock pick in the 1920s, Polaroid in the 1940s, Xerox in the 1950s, Teledyne in the 1970s, and Intel in the 1990s. He then guides readers to discover stocks that represent the same kinds of pathbreaking products, innovative business models, great management teams, and other harbingers of success that will certainly be characteristic of the great stock picks of tomorrow.
The Greatest Stock Picks of All Time has invaluable lessons for anyone in the market today.
“Today a lot of people think they should murder their brokers, but my advice is don’t. You can stay out of jail and make a lot of money by learning from the greatest stocks of the last century and by heeding this advice for your future investments.”
—Dominick Dunne
Book Description
Learn How to Pick the Right Stock at the Right Time
The momentum of the bull market spoiled us all—buying stock, any stock, was an almost surefire way to make a mint. Now, in a time of turbulent markets, stock picking has become a mixture of science and high art. With thousands of stocks to choose from, how can investors determine which ones will be future winners?
We all know there’s a time to buy and a time to sell every stock, but when is the right time? Timing stock buys so that you catch upward momentum is not luck, and Randy Jones shows you how to hone your buying and selling skills by striving to analyze the factors that made winners of the great stocks in the past. Why was AT&T a great stock pick in the 1920s, Polaroid a winner in the ’40s, Xerox in the ’50s, Teledyne in the ’70s, and Intel in the ’90s? The potential of these stocks was in plain sight—for those who knew how to read the signs. And perhaps as important is understanding the signs of decline and knowing when to sell.
Randy Jones analyzes twenty-five of the greatest stocks of all time, providing a framework for evaluating their strengths that can be used for future selections, including:
• Linking great management and bottom-line profits: Who were the faces behind AIG, GE, and IBM that led to profitability, and what was it about these people’s management skills that made their companies so great?
• Pathbreaking products: Polaroid, Xerox, and Amgen show that products that often seem to be overnight sensations were instead developed over many years, giving investors plenty of lead time to discover their potential as great investments.
• The innovative business model: Avon, McDonald’s, and Dell reveal that understanding how a company makes money helps you to understand its strengths and vulnerabilities.
• Investing during bad times: For some companies, such as Coca-Cola, Schlumberger, and Chrysler, nationwide economic downturns can actually be advantageous.
Worth’s Greatest Stock Picks of All Time has invaluable lessons for anyone in the market today.
Books:
- The Conservative Investor's Guide to Trading Options (A Marketplace Book)
- The Federal Communications Commission: Front Line in the Culture and Regulation Wars (Understanding Our Government)
- The Handbook of Blended Learning: Global Perspectives, Local Designs
- The Handbook of Fixed Income Securities
- The Lobster Coast: Rebels, Rusticators, and the Struggle for a Forgotten Frontier
- The Master Swing Trader: Tools and Techniques to Profit from Outstanding Short-Term Trading Opportunities
- The Metaphor of God Incarnate: Christology in a Pluralistic Age
- The Second Creation: Dolly and the Age of Biological Control
- The Triple Bottom Line: How Today's Best-Run Companies Are Achieving Economic, Social and Environmental Success -- and How You Can Too
- The World Bank and Non-Governmental Organizations: The Limits of Apolitical Development
Books Index
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