Taxation & Estate Planning

IRS Tax Evasion & Stock Options Fraud Lead to Prison Sentence for Options Administrator
On this whistleblower lawyer blog, we have written previously about abuse of stock options--and how the IRS has declared that tax fraud and evasion from back-dating of stock options is a "Tier I" priority...

San Jose Family Law Attorney Discusses Division of Stock Options in Divorce
San Jose Family Law Attorney Discusses Division of Stock Options in Divorce Generally, community property, or property that is not specified by statute to be separate property, will be divided equally between the parties in a dissolution action in California...

Rules Matter
For people who study politics, there is a basic saying "Rules Matter." The Electoral College is an example, as are the rules for open versus closed primaries. In this article in the Washington Post, we see that rules matter for the allocation of delegates and they suggest that Texas has rules for allocating Democratic Party delegates that can decouple statewide support and delegate allocations.

Class-Action Status Granted in UnitedHealth Backdating Scandal
In December, we posted on a story about former UnitedHealth CEO, Dr. William McGuire, who agreed to forfeit about $620 million in stock-option gains and retirement pay to settle claims related to stock-option backdating...

CA1: stock option period strictly enforced
Mariasch v. Gillette Company, 07-1549. An employee got some stock options from his employer. He says he gets to exercise them late. There is a choice of law issue, but the First says that this is really a matter of...

IRS requires reporting for stock options
The Internal Revenue Code for some time has required corporations to provide written statements to employees regarding transfers of stock pursuant to an exercised option or under an Employee Stock Purchase Plan (ESPP)...

Discouraging Union Organizers
Strict work place rules

Dumb New York Laws
Stupid Laws in the Empire State

Stock Splits and Reverse Stock Splits
How splits can affect stock value

Income Tax Changes for 2007
Get Answers to your Income Tax Questions

New York Building Codes
Building and constructions laws in New York

The Mortgage Forgiveness Debt Relief Act
Phantom Income Relief on Debt Cancellation

Options Backdating
Former Broadcom executive settles $1.3 million stock option backdating lawsuit.

Employee Stock Options
Alleged misrepresentations to employees.

Oppenheimer Champion Income Fund
401(k) / ERISA Stock Fraud

Oppenheimer ATM-Free New York Municipals
401(k) / ERISA Stock Fraud

VA Sets New Benefit Rules for Agent Orange-Related Ilnesses
Agent Orange-Related Ilnesses VA Sets New Benefit Rules

New York Employment Law
alleged violations of New York employment law.