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The CPA Journal wrote a feature about us!

New and Updated Content

FAQ: What are the top 10 questions I should ask about my stock grants?

FAQ: 2016 UPDATES! Are there guidelines for calculating AMT trigger points? For example, if my spouse and I earn $200,000 per year, will we trigger the AMT when I exercise ISOs?

Article: VIDEO! Employee Stock Options: NQSO Taxation

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ARTICLES ON...

Stomach Volatility In Your Company's Stock Without Losing Your Mind
By Joanna Glasner, Matt Simon, and Bruce Brumberg

Don't feel anxious or discouraged about stock-price volatility. As the experts will tell you, equity compensation is a tool for building wealth over the long term.

MORE ON CORE CONCEPTS
Restricted Stock Units Made Simple (Part 1): Understanding The Core Concepts
By The myStockOptions Editorial Team

Restricted stock units (RSUs) have become the most popular alternative to stock options. This article explains what you need to know about RSUs to make the most of them.

MORE ON RESTRICTED STOCK & RSUs
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By The myStockOptions Editorial Team

An employee stock purchase plan can be a great benefit, but the rules and taxation are tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP. Part 1 covers enrollment, plan types, and offering/purchase periods.

MORE ON EMPLOYEE STOCK PURCHASE PLANS
Restricted Stock & Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1)
By Tom Davison and Liam Hurley

The time right after you have completed your tax return is ideal for big-picture financial planning. You can more accurately project your income and likely tax situation for this year and the next to develop your strategy. This article series discusses factors to consider in your income and tax projection, along with planning ideas.

MORE ON FINANCIAL PLANNING
Retirement Planning With Stock Options, Restricted Stock, And Other Stock Compensation (Part 1: Pre-Retirement Planning)
By Carol Cantrell

Stock compensation is important for retirement planning. Understand the issues and explore strategies, whether you are planning for retirement, are nearing retirement, or have retired already.

MORE ON LIFE EVENTS
The Alternative Minimum Tax Sweet Spot: Planning Opportunities
By Tom Davison and William Whitaker

"My income is around half a million dollars, and I'm paying the alternative minimum tax. It's annoying, and I feel trapped. Now what?" Surprisingly, the best move may be to increase income, and pay even more alternative minimum tax! Find out why by reading this intriguing article.

MORE ON ALTERNATIVE MINIMUM TAX
The Equity Compensation Planning Dilemma For Corporate Executives
By Geoffrey M. Zimmerman, CFP®

Podcast included! Executives, as corporate insiders, must perform a delicate balancing act to meet the needs, demands, and perceptions of the various constituencies interested in their company's stock. This article looks at these concerns and explores ways to manage them that can improve the chances of achieving financial goals.

MORE ON HIGH NET WORTH
My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
By Richard Lintermans

The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.

MORE ON MERGERS & ACQUISITIONS
 
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Private Wealth Counsel, LLC