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The CPA Journal wrote a feature about us!

Featured Article

Stock Options 101: The Essentials

By Matt Simon

NEW! 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.
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ARTICLES ON...

Restricted Stock 101: Five Essentials Of Restricted Stock & RSUs
By Matt Simon

While restricted stock and RSUs are relatively straightforward, they have technical aspects you must understand to make the most of them. Learn the essential facts of restricted stock and RSUs, including basic concepts, vesting schedules, and tax treatment.
MORE ON CORE CONCEPTS
Why You'll Learn To Like Restricted Stock Grants
By Richard Friedman

Podcast included! Your company may no longer be using stock options. Instead, it may be granting restricted stock, restricted stock units, or performance shares. While these grants don't carry the same upside as stock options, they have benefits you will surely appreciate once you understand their special features.
MORE ON RESTRICTED STOCK & RSUs
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By Matt Simon

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
Your Company Stock: The Importance Of Diversification
By Laura Tanner, PhD, CFP®

Podcast included! Through the author's personal example, this article presents the dangers of a concentrated stock position, discusses why diversification may be hard for employees with shares from equity compensation, and explores strategies for preserving your net worth.
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
Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax
By Marilyn Renninger

Learn how and when income from ISOs is subject to taxes, including the alternative minimum tax. You must consider taxes at both exercise and sale to put together an optimal strategy.
MORE ON ALTERNATIVE MINIMUM TAX
How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)
By Darryl Rains and Sunil Kulkarni

SEC rules, company insider-trading policies, and fears of insider-trading allegations may make stock sales tricky for corporate insiders. Rule 10b5-1 trading plans offer a potential solution, but they must be properly drafted and implemented.
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
 
Advisors, Have You Heard About MSO Pro?
Made just for you, with tools to track and model grants for multiple clients, and proactive communications to build relationships. Click here for more information.
"A great resource for employees, offering illustrated and annotated tax forms, FAQs, and articles on how employees should report sales of stock on their tax returns."
NASPP blog, National Association of Stock Plan Professionals
"Your site is a great resource and a terrific tool. I use it with my senior executive clients. Thanks for helping me look so smart!"
Wayne Carson, Senior Vice President
BNY Mellon Wealth Management