Track your stock options, restricted stock, and SARs

Basics
- Core Concepts
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- Exercise
- Sales
- Valuation & Expensing
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NQSOs
- Basics
- Taxes
- Taxes Advanced
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
- Gifts
- Dividends
- Year-End Planning
Job Events
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Life Events
- College Funding NEW!
- Divorce
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M&A
- Basics
- Impact
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SEC Law
- Basics
- Insider Trading
- Rule 10b5-1 Trading Plans
- Rule 144
- Section 16
Pre-IPO
- Basics
- Early Exercise Options
- Going Public

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.
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.

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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

How To Develop A Stock Option Exercise Strategy To Reach Your Financial Goals (Part 1)

By Alan B. Ungar

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

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:

Take the Tour!

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: I received a notice (CP-2000) from the IRS stating that, according to last year's tax return, I owe money for the sale of my restricted stock when it vested. I thought I paid all the taxes through withholding at vesting. How do I reply?
A: Because the value of the shares at vesting was added to your W-2, and withholding taxes were based on that value, you thought you did not need to file Schedule D with your Form 1040 to report the sale. It is a common mistake to think this...

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: I had 90,000 stock options. I lost my job but was rehired two months later. About half of the stock options had vested, and under my stock plan I need to exercise them within 90 days of my termination. Can I have the unvested stock options reinstated, or can the exercise period on my vested options be extended to the end of the original term?

A: While your rehiring is great news, the unvested stock options were canceled or forfeited when you were laid off, regardless of the reason for termination. As for the vested stock options, the end of employment started the window of time provided by your plan for exercising them before their post-termination expiration. Any deviation from the standard treatment under the plan would raise a host of complications for your company. However, sometimes the end of employment does not trigger forfeiture/termination provisions if...
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