Track your stock options, restricted stock, and SARs

Basics
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NQSOs
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ISOs
- Basics
- Limits
- Taxes
- Taxes Advanced
- AMT
- AMT Advanced
ESPPs
- Basics
- Rules
- Taxes
- Taxes Advanced
Restricted Stock
- Basics
- Advanced
- Restricted Stock Units
- Performance Shares
- Taxes
- Taxes Advanced
- Section 83(b)
SARs
- Basics
- Taxes
Financial Planning
- Strategies
- Advanced Strategies
- Diversification
- High Net Worth
- Estate Planning
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Job Events
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Life Events
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M&A
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SEC Law
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Pre-IPO
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We make you smarter about stock options, ESPPs, and restricted stock

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.
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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.

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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

Stock Option Financial Planning After Your Tax Return Is Filed And At Year-End (Part 1)

By Tom Davison and Liam Hurley

Stomach Volatility In Your Company's Stock Without Losing Your Mind

By Joanna Glasner and Bruce Brumberg

ALTERNATIVE MINIMUM TAX

Refundable AMT Credit (Part 1): Different Rules For Old Unused Credit

By Kaye A. Thomas

Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax

By Marilyn Renninger

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.

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?

By Tom Davison

MERGERS & ACQUISITIONS

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

By Richard Lintermans

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)

By Linda Olup

EMPLOYEE STOCK PURCHASE PLANS

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

By Alisa Baker


	"You folks have built an extraordinary site of which you should be proud. Where have you been all of my golden-handcuffed life?" Microsoft employee

HIGH NET WORTH/
EXECUTIVES & DIRECTORS

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

By Darryl Rains and Sunil Kulkarni

Hedging Your Employee Stock Options (Part 1)

By Robert Gordon

What we offer on stock options, ESPPs, restricted stock, SARs, and performance shares:

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Podcasts NEW!

Listen to our podcasts on the basics of stock options, restricted stock, and ESPPs!

Quizzes:
Test your smarts!

· Basics Of Stock Grants
· Stock Options
· Taxes
· Restricted Stock & Restricted Stock Units
· Employee Stock Purchase Plans
· Stock Appreciation Rights
· Insider Trading
· CFP® Credit

Quizzes for your company!

Q: UPDATED! When I file an extension to complete my tax return after the IRS deadline, are there any mistakes I should avoid that involve stock grant income?
A: Stock compensation income can raise your income tax and make your tax return complex. The IRS has a form that lets you apply for an automatic six-month extension for the due date of your tax return (until mid-October). Mistakes include not paying taxes owed with...

Q: UPDATED! Are there any strategies for paying estimated taxes on income from stock options and restricted stock?
A: Estimated-tax periods end on the last days of March, May, August, and December, with payments due by the 15th (or the next business day) of the following month. If you are paying estimated taxes, one strategy is that just after the start of an estimated-tax period you can...

· 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

Tax 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.

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Q: Part of my restricted stock grant will vest next month (about 5,000 shares). Is there any way I can delay the taxes? With stock options, I could pick the time of taxation by choosing when to exercise the options. Is there anything like that with restricted stock that lets me choose when I am taxed?

A: With restricted stock you pay the taxes at vesting unless you made a Section 83(b) election to be taxed on the value at grant. This is true even if you work for a private company and thus cannot sell shares at vesting to pay the taxes. Vesting is when you no longer have what the tax code calls a "substantial risk of forfeiture" (i.e., the possibility you might lose the grant because you end your employment before vesting). You owe taxes on the value of the shares on the date of vesting. The good news is...
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