Tax Center / Global Tax Guide / Glossary / Discussion / Newsletters / About Us
Register Log in
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
Enter your email address to get our valuable newsletters. We respect your privacy.

The CPA Journal wrote a feature about us!

Featured Article

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

By Matt Simon

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.

New and Updated Content

FAQ: NEW! What are the top 10 questions I should ask about my stock grants?

Article: Watch For Noncompetes And Other Restrictive Covenants In Stock Grant Agreements

FAQ: UPDATES! What are some year-end strategies for restricted stock, RSUs, and stock options?

FAQ: UPDATES! Are there guidelines for calculating AMT trigger points? For example, if my spouse and I earn $100,000, will we trigger the AMT when I exercise ISOs?

Article: International Equity Awards And Company Stock: The Confusing World Of IRS Reporting For Overseas Assets And Income

Article: Your Company Stock: The Importance Of Diversification

FAQ: UPDATES! Why do companies grant stock options, restricted stock, and other equity awards?

FAQ: UPDATES! What guidelines do employers use to determine how many stock options or restricted shares to grant?

Article: Stockbrokers' Secrets: Financial Planning For Equity Compensation At IPO Companies

FAQ: NEW! Why would a privately held company grant RSUs and not stock options?

FAQ: What's the impact of the recent tax increases on my restricted stock grants?

FAQ: NEW! I work and live in the United States but have non-immigrant alien status (L1 visa). My stock options vested when I worked in my home country. I plan to exercise the options while living in the US. Will I have to pay taxes to the IRS and/or the US state where I live?

FAQ: UPDATES! What is the tax impact of having a clawback in my grant? What if my company claws back the gains?

FAQ: UPDATES! Can my company set ownership guidelines for company stock? Any survey data about their use?

FAQ: UPDATES! If my company requires me to have a foreign bank or brokerage account because of the stock plan, what do I need to know about the FBAR and FATCA reporting rules?

FAQ: UPDATES! How common are clawback provisions? Any survey data about their use?

( More )


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.
Restricted Stock 101: Five Essentials Of Restricted Stock & RSUs
By Matt Simon

While restricted stock and RSUs are relatively straightforward, they have technical aspects you must understand to make the most of them. Learn the essential facts of restricted stock and RSUs, including basic concepts, vesting schedules, and tax treatment.
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.
American Taxpayer Relief Act And Medicare Surtax: Impact On Stock Option And Restricted Stock Strategies
By Alan B. Ungar

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.
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.
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.
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.
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.
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.
"Great site, very user friendly, and awesome functionality."
Manoj J
Chock full of intelligently written articles... PC World