Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this liability. The shareholder will avoid paying capital gains tax… Read More »
Prospect Research Takes Wall Street Series The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives. I have been reading financial filings for 18 years, both in the corporate and not-for-profit world. In this workbook I share some of my secrets for teasing out the numbers that… Read More »
We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… Read More »