SARs

What You Need To Know About Stock Appreciation Rights (SARs): Part 1

Bruce Brumberg
Stock appreciation rights, referred to as SARs, will soon start showing up in equity grants at many companies. To help you understand SARs, Part 1 explains the "appreciation," the role of exercises, and taxes at exercise.

What You Need To Know About Stock Appreciation Rights (SARs): Part 2

Bruce Brumberg
UPDATED! Stock appreciation rights, referred to as SARs, are garnering interest among companies. Part 2 discusses taxes, IRS concerns, and why companies like SARs.

Stockbrokers' Secrets (Part 3): Year-End Planning For NQSOs, Restricted Stock, And RSUs

W.E.B. Bantling and Michael Beriss
UPDATED FOR 2009! The time for tax planning is before the year ends; tax season is too late. For year-end 2009, learn about several ideas that apply to nonqualified stock options (NQSOs) and restricted stock/RSUs. Meanwhile, look ahead at the likelihood of tax rate changes under President Obama.

How To Report Sales Of Company Stock

The myStockOptions.com Tax Team
UPDATED FOR 2009! Learn how to report your sales of company stock on Schedule D of IRS Form 1040. Our comprehensive guide to Schedule D reporting covers sales of stock from nonqualified stock options, incentive stock options, restricted stock, restricted stock units, performance shares, employee stock purchase plans, and stock appreciation rights.

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What are stock appreciation rights (SARs), and how are SARs taxed?

SARs, or "stock appreciation rights," are rights your company grants you to receive the value of appreciation in shares of its stock from the...

Does all the stock option content on this website also apply to stock appreciation rights (SARs)?

Much of the stock option content is relevant to SARs. All the key stock option features...

UPDATED! What do examples and surveys show about the effects mandatory expensing is having on my stock grants?

A summary of data in surveys from 10 major consulting and research firms shows that...

Why are many companies considering stock appreciation rights (SARs) as an alternative to stock options?

FAS 123(R) requires the expensing of stock options. This makes accounting for stock options and stock-settled SARs similar, leading some companies...

Are stock appreciation rights (SARs) a better deal for me than stock options?

The personal economic benefits of SARs are...

How do stock appreciation rights (SARs) differ from stock options, restricted stock, and RSUs?

Stock appreciation rights entitle you to stock (or sometimes cash) that equals the amount...

How do I exercise stock appreciation rights?

Unlike with stock options, you have no exercise cost to obtain the appreciation spread above...

How does a stock split affect my stock appreciation rights?

Most stock plans automatically adjust your SARs for the stock split. Your number of SARs will be adjusted...

UPDATED FOR 2009! What are some year-end strategies for stock options and restricted stock?

This depends on your financial situation, on whether your decisions should be entirely tax-driven, on what you did earlier in the year, on your outlook for your company's stock price, and on the prospects for changes in tax law during the year ahead. Below we present 10 ideas...

For NQSOs or SARs exercised on the last business day of 2009, or for restricted stock that vests on that day, is the income taxable in 2009 or 2010?

All exercises with an exercise date in 2009, and all restricted stock with a vesting date in 2009, will be included in 2009 taxes and on your W-2 for 2009, and will count...

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