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.

Featured Article

12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs

By Bruce Brumberg and Lynnette Khalfani

UPDATES! The 2017 tax season has the potential to be confusing if you sold stock last year. This article explains common errors to avoid when reporting stock sales on your tax return and provides helpful guidance on various other tax topics involving stock options and ESPPs.

MORE FEATURED ARTICLES

ARTICLES ON...

NEW! 10 Ways Stock Compensation Can Make You Happier
By Bruce Brumberg

Stock compensation, if fully appreciated and understood, can improve happiness. Based on the author's own observations, the 10 points in this article show how.

MORE ON CORE CONCEPTS
Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return
By The myStockOptions.com Tax Team

UPDATES! This article explains common errors to avoid when your tax return involves restricted stock/RSUs and offers related helpful tips.

MORE ON RESTRICTED STOCK & RSUs
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By The myStockOptions Editorial Team

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.

MORE ON EMPLOYEE STOCK PURCHASE PLANS
Ten Financial-Planning Rules Everyone With Stock Options Needs To Know
By Michael Beriss

Managing stock options is one of the most complex financial-planning challenges an employee may face. These 10 guidelines will help you get the most out of your option grants.

MORE ON FINANCIAL PLANNING
Retirement Planning With Stock Options And RSUs (Part 1: Pre-Retirement)
By Carol Cantrell

Stock compensation can help you save for retirement. Understand the issues and explore strategies that can help your retirement funding.

MORE ON LIFE EVENTS
Job Loss And Your Stock Grants (Part 1): Options, Restricted Stock, And ESPPs
By Matt Simon

Whether it is expected or not, job loss is an upheaval that gives you a lot to think about. However, as you clear off your desk, don't forget your stock compensation. Know the post-termination rules of your stock grants.

MORE ON JOB EVENTS
The Equity Compensation Planning Dilemma For Corporate Executives
By Geoffrey M. Zimmerman, CFP®

Podcast included! Executives must carefully balance the demands of many constituencies interested in their company's stock. Explores ways to manage these pressures while achieving financial goals.

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.