Search
Go to the myStockOptions.com homepageTrack your stock options, restricted stock, and SARsCalculators and modeling toolsBookmark your favorite contentView and manage your client list
Tax Center Global Tax Newsletter Glossary Discussion About MSO Home Sign In Register Visit our Tax Center Prevent Tax Mistakes! Visit our Tax Center
We make you smarter about stock options, ESPPs, and restricted stock
MSO+ indicates our Premium Content & Tools

Become smarter about stock options, ESPPs, restricted stock, and stock appreciation rights


Individuals

Whether you're a stock plan participant or a professional, we offer you content and tools to fit your needs.

Corporate

Help your employees understand and appreciate their stock grants and prevent tax mistakes.

Financial and Wealth Advisors

Track your clients' grants and give them the expert advice they demand.

Learn more

Learn more

Learn more

NEW & UPDATED CONTENT Click to expand or collapse the list of new content

Click on the arrow above for new and updated content.

TOP ARTICLES
FINANCIAL PLANNING

How To Avoid The Most Common Stock Option Mistakes (Part 1)

By Beth Walker

Ten Financial Planning Rules Everyone With Stock Options Needs To Know

By Michael Beriss

Stockbrokers' Secrets (Part 4): What I Tell My Best Clients About Down-Market Strategy This is premium content

By W.E.B. Bantling


RESTRICTED STOCK & RSUs

Why You'll Learn To Like Restricted Stock Grants

By Richard Friedman

Decisions At Vesting With Restricted Stock (Part 2): Hold Or Fold? This is premium content

By Tom Davison


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.

EMPLOYEE STOCK PURCHASE PLANS

Fundamentals Of Employee Stock Purchase Plans (Part 1): Basic Structure And Terms

By Alisa Baker

Employee Stock Purchase Plans & Your Financial Planning (Part 1) This is premium content

By Bruce Brumberg

ESPP Choices: Flip Or Hold? (Part 1) This is premium content

By Timothy A. Farmer and Gregory G. Geisler



    "myStockOptions.com is a wonderful web program chocked full of information and tools for holders of all type of stock grants: ISO, NQ, RS, SARS, etc."
Bob H
Premium Member
   


ALTERNATIVE MINIMUM TAX

Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax This is premium content

By Marilyn Renninger

The ISO Tax Trap And The AMT Credit Myth: What To Do Before Exercise And At Year-End This is premium content

By Alan Ungar


LIFE EVENTS

Retirement Planning With Your Stock Options And Other Stock Compensation (Part 1: Pre-Retirement Planning)

By Carol Cantrell

I'm Getting Divorced: What Happens To My Stock Options? (Part 1) This is premium content

By Linda Olup


HIGH NET WORTH/
EXECUTIVES & DIRECTORS

How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1) This is premium content

By Darryl Rains and Sunil Kulkarni

Hedging Your Employee Stock Options (Part 1) This is premium content

By Robert Gordon



    "Your website content is very helpful regarding the nuances of equity comp planning."
Bob Tankesley, CPA, CFP, AIFA
Private Wealth Counsel, LLC
   


MERGERS & ACQUISITIONS

My Company's Being Acquired: What Happens To My Stock Options? (Part 2) This is premium content

By Richard Lintermans


 
Podcasts NEW!
Listen to our podcasts on the basics of stock options, restricted stock, ESPPs, and tax returns and reporting!


FEATURED FAQs

Q: My company recently went through layoffs. What rights do involuntarily terminated employees have in their stock options, and what may my company do?
A: No law gives you special rights in your stock options. Under most stock option plans and grant agreements, an employee whose termination stems from unfavorable economic conditions generally has...

Q: What are the most common periods after termination during which stock options can be exercised? Does the reason (e.g., disability, early retirement) matter?
A: Usually, you will have time after you leave the company to exercise your options. However, some companies...

Discussion

· Exercised ISOs, worried about AMT
· Help understanding 1099-B and W2 for options sold
· Use of AMT Credit
· Underwater Options-Worthless?
· Should Tax Savings Drive My Decisions
· NQSO tax losses
· W-2 Income for ESPP Disqualifying Disposition
· CHANCE TO AVOID NEW ISO WASH SALE RULE
· job search

Annotated diagram of Schedule DTax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.

myStockOptions.com is a 2007 CPA Wealth Provider award winner

Register for Premium
Get our newsletter!
Enter your email address to get our valuable newsletters. We respect your privacy.

 


Tools

Ask The Experts

Q: I will lose my job in two weeks. I have vested and unvested stock options and unvested restricted stock. What do I need to do and know?

A: We are sorry to hear about the loss of your job. In a standard job termination due to reasons beyond your control (e.g. a layoff), you will lose your unvested grants. You do want to confirm...

More Ask The Experts


The CPA Journal wrote a feature about us!