Taxes Advanced
Tom Davison and Liam Hurley
The time right after you have filed your tax return is ideal for big-picture financial planning—now more than ever with the new tax laws in 2018. Your 2017 tax return will be different than what you use for 2018 projections. This article series discusses factors to consider in your income and tax projection, along with planning ideas.
Basics
Matt Simon
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.
Taxes
Marilyn Renninger
Understand how and when different taxes apply to NQSOs. You need to consider taxes at exercise and at sale to put together a strategy that maximizes the value of your options.
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Taxes
Marilyn Renninger
Here's some advice for financial fitness: take stock of taxes before you exercise! When and how you exercise your stock options can have a major impact on how much tax and which taxes you'll pay.
Basics
Bruce Brumberg
With expert insights from the editor-in-chief of myStockOptions.com, this video covers the essential aspects of employee stock options that you must know to make the most of them, including the key concepts of vesting, exercise, and the option term. Running time: 4:12.
Basics
Marilyn Renninger
Stock options aren't just for the folks on mahogany row any more. But turning stock options into the real green stuff takes some know-how. You need to know certain features of your grant to decide when to exercise your options and sell the stock.
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Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.
Listen to our podcast on the basics of stock options, or watch our videos on core concepts and taxes.
Basics
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