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Additions & Updates At myStockOptions.com:
1st Quarter 2012

See also the email alert associated with this content report.

1st QUARTER 2012

TAX CENTER

OTHER CONTENT TOPICS

GLOBAL TAX GUIDE: China, France, United Kingdom, and more

GLOSSARY: FATCA, nonresident alien, and more

ASK THE EXPERTS: Selected questions our members asked during tax season

NONQUALIFIED DEFERRED COMPENSATION: The latest major updates and additions at our new site myNQDC.com.


TAX CENTER

Stock Option Financial Planning After Your Tax Return Is Filed And At Year-End (Part 1)

When I file an extension to complete my tax return after the IRS deadline, are there any mistakes I should avoid that involve stock grant income?

If my company requires me to have a foreign bank or brokerage account because of the stock plan, does this require any special filings with the IRS?

After I exercise NQSOs, will I need to make estimated tax payments?

When my restricted stock vests, will I need to make estimated tax payments?

Are there any strategies for paying estimated taxes on income from stock options and restricted stock?

What is "capital gain"? Have recent tax laws changed the capital gains tax rates?

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OTHER CONTENT SECTIONS

Basics

What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?

How have stock-market volatility and the economic downturn changed corporate stock grant practices?

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Restricted Stock, RSUs, & Performance Shares

NEW! Restricted Stock 101: Five Essentials Of Restricted Stock & RSUs

How and when are taxes withheld from my restricted stock?

How soon after my restricted stock vests must the IRS receive my withholding taxes?

When my restricted stock vests, will I need to make estimated tax payments?

Are there any strategies for paying estimated taxes on income from stock options and restricted stock?

What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?

What is "capital gain"? Have recent tax laws changed the capital gains tax rates?

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NQSOs

After I exercise NQSOs, will I need to make estimated tax payments?

Are there any strategies for paying estimated taxes on income from stock options and restricted stock?

What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?

What is "capital gain"? Have recent tax laws changed the capital gains tax rates?

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ISOs & AMT

In general, how does the alternative minimum tax (AMT) calculation work?

Has recent legislation changed the taxation of incentive stock options?

What is "capital gain"? Have recent tax laws changed the capital gains tax rates?

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Employee Stock Purchase Plans (ESPPs)

Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing

Six ESPP Essentials (Part 2): Holding Periods, Tax Treatment, Major Corporate Or Personal Events

ESPP Taxation Made Simple

Are there different kinds of employee stock purchase plans?

What are the most common eligibility requirements for ESPPs?

Do surveys show how employee stock purchase plans are changing with mandatory expensing and other developments?

Will the price always be discounted from the fair market value of the stock? What do surveys show about corporate practices?

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Stock Appreciation Rights (SARs)

What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?

If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?

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Tools to track and model grants for multiple clients, and proactive communications to build relationships. Selected by CPA Wealth Provider Magazine as one of the best new financial-planning products. Click here for more information.

Financial Planning

NEW! Tax Strategies With Stock Options & Deferred Compensation

NEW! Using The Large Gift-Tax Exemption Amounts Before They End

Stock Option Financial Planning After Your Tax Return Is Filed And At Year-End (Part 1)

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

Has the likelihood of a tax audit increased?

If my company requires me to have a foreign bank or brokerage account because of the stock plan, does this require any special filings with the IRS?

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Job Events

NEW! Job Loss Quiz

Job Loss And Your Stock Grants (Part 1): Options, Restricted Stock, And ESPPs

Job Loss And Your Stock Grants (Part 2): Changes Of Employment Status, Post-Termination Tax, Severance

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?

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Life Events

NEW! Life Events Quiz

Funding Your Child's College Education With Stock Options And Other Stock Grants (Parts 1, 2, and 3)

I am eligible for vesting acceleration at retirement but have not actually retired, so why has my restricted stock been taxed?

How do stock grants affect Roth IRA contributions and conversions?

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SEC Law & Rule 10b5-1 Trading Plans

Do blackout or lockdown periods exist for stock plans? Are there periods during which you can't exercise options or buy stock in an ESPP?

How do blackout periods affect stock option exercises and the tax treatment?

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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

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? How is this taxed?

How do privately held companies create liquidity for employees' options and stock, other than going public or getting acquired?

How do pre-IPO and other privately held companies determine exercise prices?

How do I value options and stock in a privately held company?

Any survey data on stock grants in privately held companies?

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GLOBAL TAX GUIDE This is premium content

UPDATED OR EXPANDED

Belgium
Canada
China
Denmark
France
Ireland
Italy
South Africa
Switzerland
United Kingdom

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GLOSSARY

NEW!

FATCA
Nonresident Alien
SECA
Section 12(g)
Tax-Free Reorganization

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ASK THE EXPERTS

NEW!

I make regular salary contributions to my company's employee stock purchase plan. This has complicated my Form W-2, as my salary and ESPP gains seem blended together. How do I make sense of it?

In 2007, I exercised 175 nonqualified stock options and held the shares. The exercise price was $34.22. At the time of the exercise, the fair market value of the stock was $61.58. I paid federal income tax, Social Security, and Medicare on the exercise spread. I sold the shares in 2011 at an FMV of $65.23 per share. What is my cost basis for reporting the sale on my tax return?

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NONQUALIFIED DEFERRED COMPENSATION

The latest major additions at our new website myNQDC.com:

NEW! Added Protections To Look For In Your Company’s Nonqualified Deferred Compensation Plan

NEW! How Bankruptcy Affects Your Nonqualified Deferred Compensation

NEW! Ten Key Features Of Nonqualified Deferred Compensation

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CONTACT & LICENSING INFORMATION

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TO ADVERTISE IN THE UPDATE OR LICENSE OUR CONTENT: Send email to sales@mystockoptions.com.

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