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.
Job Events
Job Events examines the role of equity awards in hiring and salary negotiation, and the impact of job termination.
Browse an overview of this section below, or explore the subtopics to the left.
In job negotiation, hiring, and employment termination, it is important to consider your stock compensation. In particular, companies strictly adhere to rules about the treatment of equity awards upon job termination, so it is crucial to know what to expect should your employment end.
Once you reach the pivotal point in your career where several companies want you, employers will negotiate with you to entice you to join them. That's good, but you need to be prepared. This article explains what you should know and consider before you start any job negotiation involving equity compensation.
Podcast included! You may find a gap between what you expect from your equity compensation and what you receive. Often the problem stems from the complexity of the related documents and rules. Learn about them, and understand why you must focus on conflicting or inconsistent provisions.
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.
Podcast included! Part 1 looked at the problems of conflicting or inconsistent provisions among different documents. Part 2 discusses which existing documents and rules nonfounder executives must consider when negotiating for equity compensation during the early (pre-public) stages of a company's development and growth.
Video included! Amid the upheaval of job loss, don't forget your stock compensation. This article covers important aspects of job termination that apply to all stock grants.
Podcast included! Part 3 of this article series reviews the steps you must take to preserve your equity rights at or before the termination of your employment, and in any severance arrangement. The impact depends on your specific agreements, the company's overall plans and policies, and—in many cases—the reason for the termination.
This is simply a selection of the many articles in this section. Use the navigation to the left to explore all of the categories in this section.
To protect your outstanding grants and prevent problems when you leave your job, you should know the answers to the questions in the following checklist...
Your company needs to get the omitted grant approved under the process it uses, whether for stock options or restricted stock/RSUs. For stock options, your company cannot...
Amid concerns about the backdating and springloading of stock options, companies have tightened their procedures for approving stock grants and their timing. After grants are properly approved, companies are now...
Your company's flexibility depends on economic conditions, the stage of its development, trends in your industry, and the limitations in the company's stock plans. Any choice offered can depend on whether it is a negotiated grant at hire, an alternative to a cash bonus, or a new approach for your company's equity grants. Employee-choice programs are a nascent trend, with companies such as...
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.
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