Ellie has over twenty years of experience consulting on almost every tax aspect of equity compensation. Ellie has extensive experience helping companies with a variety of tax issues associated with the tax provision treatment of equity compensation under ASC 718 [formerly FAS 123(R)], including tax accounting for options and other awards assumed in a merger or acquisition, underwater option exchanges, and overseas grants. She also consults with companies on the significant changes that are required in tax accounting under the international standard, IFRS 2. Ellie is a regular speaker and author on tax issues relating to equity compensation. Recent presentation/written topics include section 162(m), diluted EPS calculations, recharge agreements for multinational companies, final regulations dealing with ESPPs and ISOs, and tax accounting treatment for assumed awards in an acquisition. She especially enjoys talking to employee groups about the tax treatment of their stock options and other equity compensation awards. In addition, she has guest-lectured in the graduate tax program at San Jose State University and at University of California at Berkeley.
To help you further evaluate her abilities, the following is a list of recent projects/services Ellie has performed:
Prior to joining Steele Consulting LLC, Ellie started her own consulting firm and prior to that was a tax director at Deloitte Tax LLP, where she was recognized as a subject matter specialist in the tax aspects of equity compensation.
Ellie earned her Bachelor’s degree from U.C. Berkeley in Business Administration with concentrations in Finance and Accounting, and her Masters degree in Taxation from Golden Gate University.