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The CPA Journal wrote a feature about us!

Featured Article

Restricted Stock Units Made Simple (Part 1):
Understanding The Core Concepts

By Matt Simon

NEW! Restricted stock units (RSUs) have become the most popular alternative to stock options. While RSUs share many of the same issues as restricted stock, there are differences, and it is important to understand the basics of RSUs in their own right.

Read the rest of this article
MORE FEATURED ARTICLES

New and Updated Content

FAQ: NEW! What are the expenses, commissions, and fees involved with exercising stock options?

Article: Key Dates And Terms You Must Know For Your Company's ESPP

Article: A Holistic Approach To Managing Equity Compensation

FAQ: NEW! In a privately held company, can restricted stock and stock option grants be structured so that they vest only when the company goes public or gets acquired?

Article: Five Major Developments In Equity Compensation Of The Past Decade: A Celebration Of Our 10th Anniversary

FAQ: NEW! Are public resources available for doing research on a company's stock compensation practices, the grants it is making, and the holdings of its executives?

FAQ: NEW! Should I make a Section 83(b) election for my restricted stock grant?

Article: Restricted Stock Units Made Simple (Part 1):
Understanding The Core Concepts

Article: Restricted Stock Units Made Simple (Part 2): Taxation

FAQ: UPDATED! How does a "clawback" work to take away stock grant gains?

FAQ: UPDATED! What tax statement will I receive from my broker after a sale of company stock I acquired by stock option exercise, restricted stock vesting, or ESPP purchase?

FAQ: UPDATED! What is a concentrated stock position, and what can I do to protect myself and get cash for other purposes?

FAQ: If my company requires me to have a foreign bank or brokerage account because of the stock plan, does this require any special filings with the IRS?

Article: Negotiating And Structuring Your Stock Compensation (Part 3): Equity Rights When You Terminate Employment

FAQ: Any survey data on stock grants in private companies?

FAQ: UPDATED! How does the $25,000 calculation work when the offering period spans more than one year?

FAQ: NEW! Can the IRS seize stock options or restricted stock under a tax lien?

FAQ: UPDATED! Will I receive any mandatory information statement from my company about exercises, purchases, and sales related to my stock options and/or employee stock purchase plan?

FAQ: NEW! When I take an international assignment, will taxes on my stock compensation be equalized?

( More )

ARTICLES ON...

Why You'll Learn To Like Restricted Stock Grants
By Richard Friedman

Your company may no longer be using stock options. Instead, it may be granting restricted stock, restricted stock units, or performance shares. While these grants don't carry the same upside as stock options, they have benefits you will surely appreciate once you understand their special features.
MORE ON RESTRICTED STOCK & RSUs
How To Avoid The Most Common Stock Option Mistakes (Part 1)
By Beth Walker

Avoid the mistakes others made during prior ups and downs in the stock markets. Common errors arise in nine different situations, including job termination, mergers, financial planning, term expiration, and various life events.
MORE ON BASICS
How Tax Rate Changes Impact Your Stock Grant Strategies (Part 1): Nonqualified Stock Options
By Stanley Trotta with Robert Gordon

With tax increases in mind, now may be a good time to re-evaluate your current financial-planning strategy. Should you take action with stock options now or wait until new rates apply? Part 1 looks at nonqualified stock options.
MORE ON FINANCIAL PLANNING
Fundamentals Of Employee Stock Purchase Plans (Part 1): Basic Structure And Terms
By Alisa Baker

Your company's employee stock purchase plan (ESPP) may be one of the best employee benefits in your total compensation package. However, to maximize the value of your ESPP, you need to understand how it works. This starts with knowing its basic structure and key terms, and how ESPPs work in both up and down markets.
MORE ON EMPLOYEE STOCK PURCHASE PLANS
Retirement Planning With Your Stock Options 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

You're ready to delve deeper into how and when different taxes apply to ISOs, including the AMT. You need to consider taxes at exercise and at sale to put together a strategy that maximizes the value of your options.
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

Insider trading restrictions can cause constant headaches for executives and their companies. Rule 10b5-1 trading plans are an ideal solution when they are properly drafted and implemented.
MORE ON HIGH NET WORTH
My Company's 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
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.
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