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Featured Article

How To Report Sales Of Company Stock On Your Tax Return

By The myStockOptions.com Tax Team

If you sold in 2014 any shares that you acquired from equity compensation or an ESPP, you will need to report the sale on your tax return. Learn here what you need to know to avoid expensive mistakes and unwanted IRS attention. Annotated diagrams of Form 8949 and Schedule D can help you make sense of the reporting rules.
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ARTICLES ON...

Stomach Volatility In Your Company's Stock Without Losing Your Mind
By Joanna Glasner and Bruce Brumberg

Don't be discouraged by stock-price volatility. As the experts note, equity compensation is a tool for building wealth in the long term.
MORE ON CORE CONCEPTS
Restricted Stock & RSUs: What You Must Know To Avoid Tax-Return Mistakes
By The myStockOptions.com Tax Team

The 2015 tax-return season has the potential to be more confusing than most if you sold stock in 2014. Read this article for tips on crucial topics relating to restricted stock and restricted stock units.
MORE ON RESTRICTED STOCK & RSUs
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By Matt Simon

An employee stock purchase plan can be a great benefit, but the rules and taxation are tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP. Part 1 covers enrollment, plan types, and offering/purchase periods.
MORE ON EMPLOYEE STOCK PURCHASE PLANS
Your Company Stock: The Importance Of Diversification
By Laura Tanner, PhD, CFP®

Podcast included! Through the author's personal example, this article presents the dangers of a concentrated stock position, discusses why diversification may be hard for employees with shares from equity compensation, and explores strategies for preserving your net worth.
MORE ON FINANCIAL PLANNING
Retirement Planning With Stock Options, Restricted Stock, And Other Stock Compensation (Part 1: Pre-Retirement Planning)
By Carol Cantrell

Stock compensation is important for retirement planning. Understand the issues and explore strategies, whether you are planning for retirement, are nearing retirement, or have retired already.
MORE ON LIFE EVENTS
Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax
By Marilyn Renninger

Learn how and when income from ISOs is subject to taxes, including the alternative minimum tax. You must consider taxes at both exercise and sale to put together an optimal strategy.
MORE ON ALTERNATIVE MINIMUM TAX
How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)
By Darryl Rains and Sunil Kulkarni

SEC rules, company insider-trading policies, and fears of insider-trading allegations may make stock sales tricky for corporate insiders. Rule 10b5-1 trading plans offer a potential solution, but they must be properly drafted and implemented.
MORE ON HIGH NET WORTH
My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
By Richard Lintermans

The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.
MORE ON MERGERS & ACQUISITIONS
 
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