Tax Center / Global Tax Guide / Glossary / Discussion / Newsletters / About Us
Register Log in
myRecordsmyToolsmyClients
Whether you're a stock plan participant or a professional, we offer you content and tools to fit your needs. Learn More
Help your employees understand and appreciate their stock grants and prevent tax mistakes. Learn More
Track your clients' grants and give them the expert advice they demand.
Learn More
Newsletter
Enter your email address to get our valuable newsletters. We respect your privacy.


The CPA Journal wrote a feature about us!

Featured Article

Top Ideas For Year-End Tax Planning With Stock Compensation (Part 1)

By The myStockOptions.com Editorial Team & Contributors

UPDATES! Understand the core concepts in year-end or year-beginning tax planning for stock options, restricted stock/RSUs, and company stock. Recent changes in tax law continue to have significant impacts on year-end planning, and this article presents some ideas to consider.
MORE FEATURED ARTICLES

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
Year-End Strategies For Restricted Stock, RSUs, And Performance Shares: Seven Ideas To Consider
By Bruce Brumberg

UPDATES! As part of your year-end and year-beginning tax planning, don't forget to review your holdings in restricted stock, restricted stock units (RSUs), and performance shares. This article presents strategies that many experts suggest.
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
American Taxpayer Relief Act And Medicare Surtax: Impact On Stock Option And Restricted Stock Strategies
By Alan B. Ungar

Podcast included! The American Taxpayer Relief Act and the Affordable Care Act introduced tax-rate increases you must consider in deciding when to exercise stock options, when to sell company shares, and how to plan around income from restricted stock/RSU vesting.
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
 
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.
"We are a small boutique financial planning firm and wanted your services to help us analyze and anticipate our client's stock options. I love your website and feel that it is very valuable knowledge."
Jared Roskelley, CFP
Jackson Financial Advisors
"I am always able to find the answers I am looking for. Huge tool for my financial planning practice."
Darren Gaspary, CFP®, ChFC, COA
Wealth Management Financial Planner