Featured Jobs
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July Business Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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Southern Pension Services
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Consultants
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Search the News Archive
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9 Matching News Items |
| 1. |
Bruce Brumberg in Forbes
Oct. 1, 2025
"[1] Seeking a 'Scenario of Least Regret' To manage emotions In financial planning ... [2] Dealing with FOMO (Fear Of Missing Out) ... [3] Reframing overconfidence by considering what you have to lose ... [4] Overcoming inertia ... [5] Using a 'legacy anchor position' to provide psychological safety."
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| 2. |
Bruce Brumberg in Forbes; subscription may be required
June 30, 2020
"Employees at companies with ESPP purchases during the stock-market lows of March and April 2020 experienced meaningful gains of over 40% in the market rebound as of mid-June ... ESPPs with a discount and a lookback feature are a good deal even in a down market. This discount calculation would come off of the lower purchase date price, even without a lookback."
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| 3. |
Bruce Brumberg in Forbes; subscription may be required
June 3, 2020
"Companies have well-established choices for handling employee stock option grants in which the market price of the company's stock is cheaper than the option exercise price, temporarily making the options worthless. But how do falling stock prices affect other forms of equity compensation?"
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| 4. |
Bruce Brumberg in Forbes; subscription may be required
Aug. 13, 2019
"Democratic presidential candidates are proposing changes in capital gains tax to boost federal revenue. At the same time, pulling in the opposite direction, the Trump White House is considering an executive order to require the US Treasury to index capital gains for inflation, effectively resulting in a tax cut for investors ... [An] employee incurs a capital gain or loss when selling company shares acquired from stock option exercises, restricted stock/RSU vesting, or ESPP purchases, even if the number of shares is small."
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| 5. |
Bruce Brumberg in Forbes; subscription may be required
Sept. 2, 2020
"[Restricted Stock Units (RSUs)] are now the most frequently granted equity awards in public companies. However, companies, employees, and financial advisors often call RSUs 'restricted stock' or 'restricted securities.' ... [T]hose three things are not the same. As a lawsuit by current and former Uber employees shows, it's important to know what type of stock grant you have and its tax treatment."
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| 6. |
Bruce Brumberg in Forbes; subscription may be required
Dec. 11, 2018
"To make qualified equity grants, the company must issue grants to at least 80% of employees in a single calendar year. The law does not provide for a cumulative basis that considers grants from prior years.... This makes it more difficult for early-stage startups, as they primarily make new-hire grants, not annual grants that can more easily fit into a calendar year."
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| 7. |
Bruce Brumberg in Forbes; subscription may be required
Dec. 10, 2021
"[1] Should you plan for tax-law changes by Congress? ... [2] Income-shifting and multi-year planning ... [3] Withholding may not cover taxes owed ... [4] Incentive stock options ... [5] Year-end planning for pre-IPO and IPO companies ... [6] Confirm dates for exercise and vesting: 2021 or 2022?"
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| 8. |
Bruce Brumberg in Forbes; subscription may be required
Mar. 23, 2021
"[1] Paying tax too early on the discount.... [2] Not filing Form 8949 after an immediate sale of ESPP shares at purchase.... [3] Directly using what appears as the cost basis on your Form 1099-B.... [4] Paying the wrong tax on the discount.... [5] Using the wrong price when there is no lookback.... [6] Paying tax twice on the discount."
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| 9. |
Bruce Brumberg in Forbes; subscription may be required
July 24, 2019
"Even though you may have solid health insurance for your family, the policy's provisions may not meet the requirements set by the college your child attends. That means you may be forced to buy an entirely new policy the college sells or sponsors. At some colleges, the cost of the policy is over $5,000 for the 2019-2020 academic year[.]"
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