Want to receive these newsletters and memos by email? Register now for Basic, Premium, or Pro Membership of myStockOptions.com.
Registered but not receiving newsletters? Sign in, click on "My Account" at the top of any page, and check the box to opt into email newsletters.
Our corporate services help companies improve their stock plan education and communications.
Updates (July 23, 2014): More Videos, Podcasts, And Articles At myStockOptions.com
This update summarizes recent noteworthy additions and updates at myStockOptions.com. As regular visitors at our website know, we keep our content promptly updated for all developments affecting stock options, restricted stock/RSUs, ESPPs, and the related taxation, financial planning, and securities law. Along with the items below, you can also see a full list of the additions and updates that we made at myStockOptions.com during the second quarter of 2014.
Engaging New Videos On Restricted Stock And RSUs
Several lively videos at myStockOptions.com serve as helpful gateways into our detailed educational materials on equity compensation. Our earliest videos include our popular animated presentation on tax-return reporting for stock sales and our concise guide to the basics of restricted stock and RSUs. Recently we added two more professionally produced videos on restricted stock and RSUs:
You can watch these and other videos at myStockOptions.com or at our YouTube channel. We welcome your comments on the videos, which in time will be joined by others on ESPPs and stock options. As with all of our educational content and tools, the videos can be licensed and customized by your company.
Podcasts With Expert Commentaries From Contributing Authors
myStockOptions.com offers podcasts on many topics in equity compensation. Adding to our audio recordings on the basics of equity comp, we have begun a series of podcast interviews with some of our expert contributing authors on a variety of subjects, including key concepts in financial planning.
This quartet of podcasts is just the start of a long-running series of author interviews that we plan to publish in the coming months and years.
Updates Include Equity Comp Trends Shown By Surveys
Our editorial team continually pursues hard-to-find survey data showing the latest corporate trends in equity compensation. We have updated our FAQs and articles to cite current survey results, in which we have encountered some noteworthy developments. After many years of catching up on stock options, restricted stock and restricted stock units (RSUs) are now the most commonly used types of equity award. Performance shares too are more widespread than ever before. Shifts have occurred in the reasons why companies grant equity awards and in grant guidelines, eligibility, and vesting schedules. For data on current equity award practices, see our detailed FAQ citing results from surveys and other research by various organizations and consulting firms. See also our article series on trends in all types of grant practices and specific grant features. Commonly occurring goals and metrics for performance share plans, along with other features of these awards, are shown in another FAQ.
Employees With Company Stock In Foreign Accounts Face Tightened Reporting Rules
United States citizens and resident aliens are taxable on their worldwide income. The related IRS reporting rules are complicated, and mistakes can lead to costly penalties. The IRS has launched an aggressive initiative to identify taxpayers with unreported foreign income and/or assets in foreign financial institutions. In a new article at myStockOptions.com, compensation and tax expert Richard Friedman presents the rules and related issues of IRS reporting for assets and income that a US employee may hold in a foreign financial account—including those acquired through stock options, restricted stock, RSUs, or other equity awards. The article, International Equity Awards And Company Stock: The Confusing World Of IRS Reporting For Overseas Assets And Income, is available in our section Financial Planning: High Net Worth.
Game-Changing Court Decision On Noncompetes In Stock Grant Agreements
Your stock grant agreement can have a provision that will not only claw back your gains if you leave to work for a competitor but also restrain you from taking a job at that company. These types of provisions, called restrictive covenants, can lurk in grant agreements for stock options, restricted stock, and performance shares. For details about a significant new court case involving restrictive covenants, along with an analysis of its implications, see a new article about at myStockOptions.com.
Expertise On Planning For Pre-IPO Equity Comp
In the newest installment of our Stockbrokers' Secrets series, our pseudonymous financial advisor W.E.B. Bantling provides a pep talk about smart planning for pre-IPO stock options, restricted stock, or RSUs when the company goes public. At the time of the IPO, when the company finally pours long-awaited liquidity into those grants, planning considerations must be carefully weighed. In his new article, Stockbrokers' Secrets: Financial Planning For Equity Compensation At IPO Companies, the author emphasizes five planning points that may help to manage employee expectations in an IPO situation. The article is available in our section Pre-IPO: Going Public. Other popular articles in the series cover diversification, retirement planning, and restricted stock/RSUs.
Interested in licensing the engaging content of myStockOptions.com for your company? Read about ways to license our independent and unbiased educational content, and please contact us at info@myStockOptions.com.