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

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.
MORE FEATURED ARTICLES

New and Updated Content

FAQ: UPDATES! Has the likelihood of a tax audit increased?

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

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

( More )

ARTICLES ON...

How Does Your Company's Stock Plan Compare? (Part 1)
By Kate Victory

UPDATES! How typical are your equity awards? Stock plan surveys let you compare the terms of your grants with the common practices of many companies. Part 1 focuses on types of equity award, reasons for making grants, vesting schedules, and option exercises.
MORE ON CORE CONCEPTS
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.
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

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.
Deliver[s] top-notch information, support, and services. PC Week
"Your website content is very helpful regarding the nuances of equity comp planning."
Bob Tankesley, CPA, CFP, AIFA
Private Wealth Counsel, LLC