We make you smarter about stock options, ESPPs, and restricted stock

Become smarter about stock options, ESPPs, restricted stock, and stock appreciation rights

Individuals

Whether you're a stock plan participant or a professional, we offer you content and tools to fit your needs.
Corporate

Help your employees understand and appreciate their stock grants and prevent tax mistakes.
Financial and Wealth Advisors

Track your clients' grants and give them the expert advice they demand.

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FINANCIAL PLANNING

How To Avoid The Most Common Stock Option Mistakes (Part 1)

By Beth Walker

Ten Financial Planning Rules Everyone With Stock Options Needs To Know

By Michael Beriss

Stockbrokers' Secrets (Part 4): What I Tell My Best Clients About Down-Market Strategy

By W.E.B. Bantling

RESTRICTED STOCK & RSUs

Why You'll Learn To Like Restricted Stock Grants

By Richard Friedman

Decisions At Vesting With Restricted Stock (Part 2): Hold Or Fold?

By Tom Davison

Advisors, Have You Heard About MSO Pro?
Made just for you, with tools to track and model grants for multiple clients, and proactive communications to build relationships. Click here for more information.

EMPLOYEE STOCK PURCHASE PLANS

Fundamentals Of Employee Stock Purchase Plans (Part 1): Basic Structure And Terms

By Alisa Baker

Employee Stock Purchase Plans & Your Financial Planning (Part 1)

By Bruce Brumberg

ESPP Choices: Flip Or Hold? (Part 1)

By Timothy A. Farmer and Gregory G. Geisler


	"myStockOptions.com is a wonderful web program chocked full of information and tools for holders of all type of stock grants: ISO, NQ, RS, SARS, etc." Bob H Premium Member

ALTERNATIVE MINIMUM TAX

Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax

By Marilyn Renninger

The ISO Tax Trap And The AMT Credit Myth: What To Do Before Exercise And At Year-End

By Alan Ungar

LIFE EVENTS

Retirement Planning With Your Stock Options And Other Stock Compensation (Part 1: Pre-Retirement Planning)

By Carol Cantrell

I'm Getting Divorced: What Happens To My Stock Options? (Part 1)

By Linda Olup

HIGH NET WORTH/
EXECUTIVES & DIRECTORS

How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)

By Darryl Rains and Sunil Kulkarni

Hedging Your Employee Stock Options (Part 1)

By Robert Gordon


	"Your website content is very helpful regarding the nuances of equity comp planning." Bob Tankesley, CPA, CFP, AIFA Private Wealth Counsel, LLC

MERGERS & ACQUISITIONS

My Company's Being Acquired: What Happens To My Stock Options? (Part 2)

By Richard Lintermans

What we offer on stock options, ESPPs, restricted stock, SARs, and performance shares:

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Podcasts NEW!

Listen to our podcasts on the basics of stock options, restricted stock, ESPPs, and tax returns and reporting!

Quizzes:
Test your smarts!

Quizzes for your company!

Q: My company recently went through layoffs. What rights do involuntarily terminated employees have in their stock options, and what may my company do?
A: No law gives you special rights in your stock options. Under most stock option plans and grant agreements, an employee whose termination stems from unfavorable economic conditions generally has...

Q: What are the most common periods after termination during which stock options can be exercised? Does the reason (e.g., disability, early retirement) matter?
A: Usually, you will have time after you leave the company to exercise your options. However, some companies...

· Exercised ISOs, worried about AMT

· Help understanding 1099-B and W2 for options sold

· Use of AMT Credit

· Underwater Options-Worthless?

· Should Tax Savings Drive My Decisions

· NQSO tax losses

· W-2 Income for ESPP Disqualifying Disposition

· CHANCE TO AVOID NEW ISO WASH SALE RULE

· job search

Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.

myStockOptions.com is a 2007 CPA Wealth Provider award winner


	MyRecords FREE! Quick-Take Options Calculator FREE! Quick-Take Restricted Stock Calculator Quick-Take SARs Calculator I Need The Money Calculator Comparison Modeling Tool Scenarios NEW! myAlerts

Q: I will lose my job in two weeks. I have vested and unvested stock options and unvested restricted stock. What do I need to do and know?

A: We are sorry to hear about the loss of your job. In a standard job termination due to reasons beyond your control (e.g. a layoff), you will lose your unvested grants. You do want to confirm...
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