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Additions & Updates at myStockOptions.com: 3rd Quarter 2010

3rd QUARTER 2010

FINANCIAL & YEAR-END PLANNING

TAX CENTER

OTHER CONTENT TOPICS

GLOBAL TAX GUIDE: Canada, China, Israel, Italy, Russia, United Kingdom

GLOSSARY: Constructive termination, FICA short-term deferral rule, salary stock, and more

ASK THE EXPERTS: My company granted me 8,000 restricted stock units. The first 2,000 of them (25%) will vest soon. What do I need to do and decide?


FINANCIAL & YEAR-END PLANNING

What are some year-end strategies for stock options and restricted stock?

NEW! Year-End Strategies For Employee Stock Purchase Plans: Ideas To Consider

NEW! Strategic Planning With Roth IRAs And Stock Compensation (Part 1)

NEW! Strategic Planning With Roth IRAs And Stock Compensation (Part 2): A Case Study

NEW! A Holistic Approach To Managing Equity Compensation

Ten Ideas For Year-End Tax Planning With Stock Options And Company Stock

Year-End Strategies For Restricted Stock: Ideas To Consider

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

Stockbrokers' Secrets (Part 7): Year-End Planning For ISOs

Gifts: Save On Estate Taxes With Transferable Stock Options

Techniques To Defer Or Reduce Taxes On The Sale Of Your Company's Shares (Part 1): QSB Stock

Sophisticated Techniques To Defer Or Reduce Taxes On The Sale Of Your Company's Shares (Part 2): SSBICs

What is the tax treatment for gifts of company stock?

What is a concentrated stock position, and what can I do to protect myself and get cash for other purposes?

For NQSOs or SARs exercised on the last business day of 2010, or for restricted stock that vests on that day, is the income taxable in 2010 or 2011?

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TAX CENTER

Will I receive any mandatory information statement from my company about exercises, purchases, and sales related to my stock options and/or employee stock purchase plan?

What tax statement will I receive from my broker after a sale of company stock I acquired by stock option exercise, restricted stock vesting, or ESPP purchase?

How Tax Rate Changes Impact Your Stock Grant Strategies (Part 1): Nonqualified Stock Options

How Tax Rate Changes Impact Your Stock Grant Strategies (Part 2): Restricted Stock

How Tax Rate Changes Impact Your Stock Grant Strategies (Part 3): Incentive Stock Options

Does the American Jobs Creation Act, particularly Section 409A on deferred compensation, affect my stock grants?

How do incentive stock options affect my liability for paying alternative minimum tax?

Is the vesting of my restricted stock a "wash sale"?

Do I get dividends with restricted stock units (RSUs)? How are they taxed?

How are the dividends on restricted stock taxed and reported to me?

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OTHER CONTENT SECTIONS

Basics

What tax statement will I receive from my broker after a sale of company stock I acquired by stock option exercise, restricted stock vesting, or ESPP purchase?

If I lose my job but I am then rehired, can unvested stock options be reinstated, or can the exercise period of my vested options be extended to the end of the original term?

I am leaving my job. Is my company required to tell me how many vested options I have, how long I can exercise them after I leave, or when they expire?

How much time do I have for exercising vested stock options after my employment ends?

Can I be fired when I am about to vest in company stock options or restricted stock/RSUs?

What is a "wash sale"?

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Restricted Stock & Restricted Stock Units

NEW! Do I need to sell my shares at the vesting of restricted stock, RSUs, or performance shares?

What tax statement will I receive from my broker after a sale of company stock I acquired by stock option exercise, restricted stock vesting, or ESPP purchase?

What are the federal income tax consequences if my estate or beneficiary sells stock that I received from a prior option exercise or from restricted stock vesting?

What could happen to my restricted stock in an acquisition of my company?

How is restricted stock handled in divorce? Who pays taxes when restricted stock or vested company shares are transferred in a divorce settlement?

Is the vesting of my restricted stock a "wash sale"?

Do I get dividends with restricted stock units (RSUs)? How are they taxed?

How are the dividends on restricted stock taxed and reported to me?

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NQSOs

For NQSOs or SARs exercised on the last business day of 2010, or for restricted stock that vests on that day, is the income taxable in 2010 or 2011?

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ISOs & AMT

Will I receive any mandatory information statement from my company about exercises, purchases, and sales related to my stock options and/or employee stock purchase plan?

The Refundable AMT Credit: How It Works & What You Need To Know

What is a "wash sale"?

What is the latest news about AMT legislation in Congress?

How do incentive stock options affect my liability for paying alternative minimum tax?

What is the tax treatment of ISOs after death?

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Employee Stock Purchase Plans (ESPPs)

NEW! Year-End Strategies For Employee Stock Purchase Plans: Ideas To Consider

Will I receive any mandatory information statement from my company about exercises, purchases, and sales related to my stock options and/or employee stock purchase plan?

What tax statement will I receive from my broker after a sale of company stock I acquired by stock option exercise, restricted stock vesting, or ESPP purchase?

What is a "wash sale"?

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Stock Appreciation Rights (SARs)

For NQSOs or SARs exercised on the last business day of 2010, or for restricted stock that vests on that day, is the income taxable in 2010 or 2011?

What are some year-end strategies for stock options and restricted stock?

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Job Events

If I lose my job but I am then rehired, can unvested stock options be reinstated, or can the exercise period of my vested options be extended to the end of the original term?

I am leaving my job. Is my company required to tell me how many vested options I have, how long I can exercise them after I leave, or when they expire?

How much time do I have for exercising vested stock options after my employment ends?

Can I be fired when I am about to vest in company stock options or restricted stock/RSUs?

How does a "clawback" work to take away stock grant gains?

How common are clawback provisions?

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Life Events

NEW! Strategic Planning With Roth IRAs And Stock Compensation (Part 1)

NEW! Strategic Planning With Roth IRAs And Stock Compensation (Part 2): A Case Study

NEW! A Holistic Approach To Managing Equity Compensation

What are the federal income tax consequences if my estate or beneficiary sells stock that I received from a prior option exercise or from restricted stock vesting?

What are the federal income tax consequences if my estate or beneficiary sells the NQSO stock it has exercised and held?

What is the tax treatment of ISOs after death?

How is restricted stock handled in divorce? Who pays taxes when restricted stock or vested company shares are transferred in a divorce settlement?

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SEC Law & Rule 10b5-1 Trading Plans

Can the SEC, the Treasury, or my company take away stock option gains, restricted stock, and performance shares after accounting fraud has occurred?

If I enter into a hedging transaction in my company stock, as a senior executive do I need to report this to the SEC on Form 4? Can I be banned from hedging?

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M&A

What could happen to my restricted stock in an acquisition of my company?

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Pre-IPO

NEW! In a privately held company, can restricted stock and stock option grants be structured so that they vest only when the company goes public or gets acquired?

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GLOBAL TAX GUIDE This is premium content

UPDATED OR EXPANDED

Canada
China
Israel
Italy
Russia
United Kingdom

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GLOSSARY

NEW!

constructive termination
FICA short-term deferral Rule
lag method
salary stock

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ASK THE EXPERTS

NEW!

My company granted me 8,000 restricted stock units. The first 2,000 of them (25%) will vest soon. What do I need to do and decide?

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SUBSCRIPTION & LICENSING INFORMATION

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