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Microsoft changed withholding on Stock Awards/Options for Global Employees

Microsoft changed withholding on Stock Awards/Options for Global Employees

In June 2010, Microsoft Corporation announced a change in income tax withholding in the USA on stock options/awards of employees who have transferred or will transfer in the future out of Canada, Israel, the Netherlands, the United Kingdom China.
In a separate post I will describe the effect of these changes on tax planning and tax filing of the employees. 
Bellow […]

What is the Rate of Return on YOUR ESPP? {and is it too good to be true?}

What is the Rate of Return on YOUR ESPP? {and is it too good to be true?}

As a financial adviser, I often ask my Microsoft clients: “What is the Annual (or Annualized) Rate of Return on your Employee Stock Purchase Plan (ESPP)?” Over the years I’ve gotten many answers to this seemingly simple question.
Actually, ESPPs are misunderstood by many employees.
The ESPPs have two major elements that contribute to the Rate of […]