Podcast included! After tax reform, financial planning at year-end 2018 is more important than ever. When you are evaluating whether to exercise stock options or sell shares from vested restricted stock/RSUs or an ESPP, you want to consider the thresholds that trigger higher tax rates. This article provides guidance and ideas for year-end planning with equity compensation and company stock holdings.
Stock options, restricted stock units, and other types of equity compensation are valuable benefits that inspire employees to stay with their companies and feel motivated at work. However, when the company's stock price becomes a rollercoaster, remember that stock compensation is a long-term deal....
Podcast included! Effective from the start of 2018, the Tax Cuts & Jobs Act includes provisions that either directly or indirectly affect stock compensation, whether...
Podcast included! Restricted stock and restricted stock units (RSUs) offer more certainty than stock options (though less upside). This article explains why receiving a grant of restricted stock...
Podcast included! Your company has granted you stock options. Now what? This article explains the essential facts that you must know to understand your stock options and make the most of them.
Podcast included! Your employee stock purchase plan (ESPP) may be one of the best benefits your company offers. However, to maximize its value, you must know its key dates and terms. This...
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