Track your stock options, restricted stock, and SARs

Basics
- Core Concepts
- Benefits
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- Vesting
- Exercise
- Sales
- Valuation & Expensing
- Alternatives
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NQSOs
- Basics
- Taxes
- Taxes Advanced
ISOs
- Basics
- Limits
- Taxes
- Taxes Advanced
- AMT
- AMT Advanced
ESPPs
- Basics
- Rules
- Advanced
- 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
- Job Search and Negotiation
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Life Events
- Retirement
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- Death Taxes
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M&A
- Basics
- Impact
- Taxes
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


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

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: UPDATED! What approaches do companies apply to underwater stock options?
A: According to a study by Steven Hall & Partners, stock options were underwater at 34% of the companies in the Fortune 500 on February 8, 2008. In the past, approaches have included...

Q: UPDATED! What will happen to my unvested stock grants if my company is acquired or if it merges with another company?
A: In a merger or acquisition (considered a "change in control"), there are many possibilities. Study the terms of the stock plan and any individual grant agreements with special provisions, and examine the way the acquisition is structured. Some companies...

· 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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	MyRecords FREE! Quick-Take Options Calculator FREE! Quick-Take Restricted Stock Calculator Quick-Take SARs Calculator I Need The Money Calculator Comparison Modeling Tool Scenarios NEW! myAlerts

Q: For a number of years, my husband has been receiving grants of stock options and restricted stock from his company, where he is a senior executive. The company's stock price has done well, and some of the grants are quite valuable. We are now separated and will probably divorce. How do I obtain specific details of his stock grants through the years?

A: You will need to hire a lawyer. Most likely, your company will require a subpoena to produce records of his outstanding grants. Some companies may not...
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