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The Blog is a great way to keep up with new developments in equity compensation. You can also follow us on Twitter and Facebook.
"The site is terrific, and I use it often as a reference source."
Jane Landsman,
VP Global Compensation,
Starwood Hotels

With award-winning content and tools, is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style.

Our audience includes:

  • stock plan participants
  • financial planners, wealth advisors, and CPAs
  • professionals in stock plan administration, human resources, compensation, and finance
  • attorneys, corporate counsel, and other members of legal staff

In addition to individual memberships, we also offer corporate services.

Awards And Patent

Our excellence is attested by our awards, our US patent, our contracts with major stock plan providers, and the praise of people who use the site. The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. Human Resource Executive ranked among its top ten HR products. The innovative Comparison Modeling Tool is patented.

"Thank you for providing such a great resource... is a lifesaver on so many levels."
Mikale Clark, CEP RealNetworks, Inc.

Features Of

The diverse content of has a fit for everyone's level of knowledge and learning style:

  • engaging articles by staff and outside experts
  • 800+ FAQs
  • Tax Center on withholding, reporting, and filing rules, with helpful annotated diagrams of IRS forms
  • self-study courses offering CE credits for CFPs and CEPs
  • lively videos on equity awards and the related taxation
  • informative podcasts about many topics in stock compensation, including interviews with our expert contributing authors
  • myRecords portfolio-tracker
  • interactive calculators and modeling tools
  • glossary of terms, including an app for all mobile devices
  • Global Tax Guide on the taxation of stock compensation in 42 countries
  • Ask The Experts
  • fun interactive quizzes with links to related content

Financial advisors, CPAs, and others who have clients with stock grants may want to try Pro and then enter their profile in our advisor directory, AdvisorFind. Also, professionals and participants in nonqualified deferred compensation (NQDC) plans will want to see our separate website

Try the glossary app!
Get it on Google Play