WEBINARS: See the myStockOptions Webinar Channel for upcoming live webinars and our past webinars available on demand.
"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
Vincent Leonardo (EA),
Tax Analyst, Intuit
myStockOptions.com is an independent and unbiased source of equity compensation expertise with award-winning educational content and financial-planning tools. Our website covers all aspects of stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style.
Users of myStockOptions.com include:
- stock plan participants
- financial advisors, wealth managers, CPAs, and EAs
- professionals in stock plan administration, human resources, compensation, and finance
- attorneys, corporate counsel, and other members of legal staff
Along with individual memberships, we also offer corporate services, our AdvisorFind directory, and webinars. In addition, you can watch all of our lively short videos at the myStockOptions YouTube Channel.
See the myStockOptions Webinar Channel for upcoming webinars and past webinars on demand. Each webinar (100 mins) offers 2.0 CE credits for CFP, CPWA/CIMA, CEP, EA (live webinars only), and CPE (live webinars only):
Restricted Stock & RSU Financial Planning: Advanced Bootcamp. Insights from a panel of three leading financial advisors, including case studies, to provide practical expertise for restricted stock/RSUs in public and private companies.
"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."
Stock Option Exercise Strategies: Advanced Bootcamp. It is crucial to have a plan for stock option exercises. This webinar features compelling strategies from a panel of three experts in financial and tax planning for option exercises.
Stock Compensation Bootcamp For Financial Advisors. Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success.
Strategies For Concentrated Positions In Company Stock. Wealth is won and lost through the management of concentrated company stock positions. In this webinar, experts at managing concentrated stock wealth explain strategies and solutions.
10b5-1 Trading Plans And Other SEC Rules Advisors Need To Know. Learn the fundamentals, best practices, and most effective designs for Rule 10b5-1 trading plans. This webinar features top legal and financial experts presenting practical guidance and real-world case studies for financial advisors.
Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition. Equity comp in private companies is different. Learn the related financial and tax planning with three leading financial advisors, including real-world case studies.
Preventing Tax-Return Errors With Stock Comp And Stock Sales: Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid the common mistakes that can lead to overpaying taxes or unwanted IRS attention.
The myStockOptions Blog is a great way to stay informed about new developments in equity compensation. You can also follow us on YouTube, Twitter, and Facebook. In addition, our editor-in-chief is a regular contributor at Forbes.com.
Awards And Patent
Our excellence is attested by our awards, our US patent, our contracts with major stock plan providers, and the praise of people who use the site. The accounting journal CPA Wealth Provider selected myStockOptions.com among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. Human Resource Executive ranked myStockOptions.com among its top ten HR products. The innovative Comparison Modeling Tool is patented.
"Thank you for providing such a great resource...
myStockOptions.com is a lifesaver on so many levels."
Mikale Clark, CEP
Features Of myStockOptions.com
The diverse content of myStockOptions.com has a fit for everyone's level of knowledge and learning style:
- engaging articles by staff and outside experts
- 800+ FAQs
- Tax Center on withholding, reporting, and filing rules, with helpful annotated diagrams of IRS forms
- self-study courses and exams offering CE credits for CFP, CEP, CPWA, and CIMA in our Learning Center
- lively videos on equity awards and the related taxation
- informative podcasts about many topics in stock compensation, including interviews with our expert contributing authors
- myRecords portfolio-tracker
- interactive calculators and modeling tools
- glossary of terms, including an app for all mobile devices
- Global Tax Guide on the taxation of stock compensation in 42 countries
- Ask The Experts
- fun interactive quizzes with links to related content
Financial advisors, CPAs, and others who have clients with stock grants may want to try myStockOptions.com Pro and then enter their profile in our advisor directory, AdvisorFind. Also, professionals and participants in nonqualified deferred compensation (NQDC) plans will want to see our separate website myNQDC.com.
Try the myStockOptions.com glossary app!