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.
Dividends can meaningfully add to the value of your equity awards and company-stock ownership. This article series looks at the effects of dividends on your planning for stock options and restricted stock. Part 1 explains basic dividend rules.
Dividends can meaningfully add to the value of owning company shares. This article series presents the effect that dividends have on financial planning for stock grants. Part 2 looks at dividend strategy.
Podcast included! When your stock options vest, you need a strategy to make the most of their wealth-building value. However, no single strategy fits everyone. This article discusses various approaches to planning your option exercises.
Dividends that are earned on restricted stock are considered compensation income, which is reported on your W-2 (1099-MISC for nonemployees, such as directors). Once the shares vest, dividends are no longer compensation and instead become...