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Free limited access to our content and tools.
Suitable for: People who want to explore our website free before subscribing. |
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Full access to our content and tools. Track and model stock grants.
Suitable for: Plan participants; HR, compensation, and stock plan professionals; lawyers, CFOs, and financial advisors; anyone who researches stock compensation, wants to stay current, and/or tracks and models grants for one person. |
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Full Premium access, plus the power to track and model grants for multiple clients! Includes special tools for client communications, education, and relationship-building.
Suitable for: Financial planners, wealth advisors, CPAs, stock plan managers; anyone who tracks and models equity grants for others. |
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MSO Basic gives access to:
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Selected articles and FAQs |
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Glossary of essential terms |
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Basic version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, and stock appreciation rights |
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Quick-Take Calculator for stock options | |
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MSO Premium gives access to everything in the Basic version, plus:
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All our exclusive articles by experts in financial planning, tax and securities law, and stock compensation |
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750+ exclusive FAQs on all aspects of equity compensation |
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Tax Center on basics, withholding, and filing, with annotated examples of Schedule D and Form W-2 |
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Self-study courses offering continuing education credits for CFPs and CEPs |
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Global Tax Guide to taxation of equity awards in many countries |
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Full version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, and stock appreciation rights |
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Quick-Take Calculators for stock options, restricted stock, and stock appreciation rights |
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I Need The Money Tool, which helps you develop a strategy to determine the stock options or SARs you need to exercise and sell by grant, or shares of restricted stock that need to vest, to reach your cash goal after taxes |
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Comparison Modeling Tool to help you decide what to do with your in-the-money stock options and SARs: exercise now or wait? | |
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MSO Pro gives full Premium access, plus:
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