Surprise! (Or maybe not.) The federal tax-return reporting for stock compensation and company shares is complicated. For taxpayers who had income from stock compensation and/or company shares last year, this article presents key aspects of the Form 1040 tax return, its associated schedules and forms, and more details on changes for the 2023 tax season.
Tax returns involving income from stock options or employee stock purchase plans (ESPPs) can be confusing. Recent changes in IRS reporting rules haven't helped. This article explains errors and nasty surprises to avoid.
Video included! Whether it is expected or not, job loss is an upheaval that gives you a lot to think about. However, as you clear off your desk, don't forget your stock compensation. Know the post-termination rules of your stock grants.
Stock-price drops can stress out even the most experienced holders of stock comp (and their advisors). Sooner or later, volatility may force decisions that affect your financial future and long-term wealth. In this article, the author discusses topics that come up again and again with clients.
Restricted stock units (RSUs) are the most popular alternative to stock options, but they work differently. Also, while grants of restricted stock and grants of RSUs are similar, they too differ in key ways, so it is important to understand RSUs in their own right. Here's what you need to know.
Employee stock purchase plans (ESPPs) are a great deal. In fact, your ESPP may be one of the best benefits your company offers. Understand the key dates and terms you must know to make the most of your company's ESPP.
Stock comp is complex: make no mistake about it. That's easier said than done, however. It's all too easy to make costly mistakes with stock options or restricted stock/RSUs and the related taxes. In this article, experts in stock comp financial planning explain five blunders and how to avoid them.
When markets are on a wild ride, stock volatility can rattle anyone's financial plan for equity comp and company shares. What should you do with shares acquired from equity awards now? Should you change your strategy or ride it out? This article provides a financial planner's insights.
Videos included! Stock options rose to fame in the 1990s. Even on the TV sitcom Seinfeld, Elaine got stock options and wouldn't shut up about them (annoying the heck out of George). Options remain popular. This article explains the two types and how they work.
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