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Annotated diagram of Schedule DTax 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.


Negotiating And Structuring Your Stock Compensation (Part 1): Key Documents This is premium content

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.

Negotiating And Structuring Your Stock Compensation (Part 2): Privately Held Companies This is premium content

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.

Negotiating And Structuring Your Stock Compensation (Part 3): Equity Rights And Severance When You Terminate Employment This is premium content

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.
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10 Ways Stock Compensation Can Make You Happier

Stock compensation, if fully appreciated and understood, can improve happiness. Based on the author's own observations, the 10 points in this article show how.

Your Stock Grants May Come With Strings Attached This is premium content

UPDATES! The days of pocketing stock grant gains, leaving the company, and moving to a direct competitor may be over. Your company may put noncompete forfeiture provisions in your equity awards.

Strategies For Negotiating A Compensation Package In Down Markets This is premium content

A down market provides ideal circumstances for negotiating a larger stake of equity compensation as part of your pay package. With companies looking to conserve cash and find effective ways to recruit, retain, and motivate executives and key employees, your interest in this type of compensation may be well received. This article explores the possibilities you may want to consider if this opportunity arises.

UPDATES! Stock Option Terms: What You Can Expect

Podcast included! Get a sense of what you should, and should not, expect in the terms of your stock option grant. A major survey of companies looks at trends in vesting schedules, post-termination exercise rules, and other plan features.

Understanding The Risks In Your Pre-IPO Stock Options (Part 1) This is premium content

Employees in startup companies often have misconceptions about their stock options and restricted stock. Understand what could happen to your stock options or restricted stock in venture capital financings, in an acquisition, or in an IPO. Part 1 looks at M&A deals; Part 2 analyzes IPOs.

How Does Your Stock Plan Compare? (Part 1)

How typical are your equity awards? Stock plan surveys let you compare the terms of your grants with the common practices of many companies. Part 1 focuses on types of equity award, reasons for making grants, vesting schedules, and option exercises.

How Does Your Stock Plan Compare? (Part 2) This is premium content

How typical are your grants of stock options or restricted stock/RSUs? Stock plan surveys let you compare the terms of your grants with the common practices of many companies. Part 2 focuses on grant guidelines, option expiration, job termination, and corporate changes of control.

The Highest-Paid CEOs In 2017

The New York Times
This interactive article presents the compensation and wealth accumulation of CEOs at many large companies. The figures, including the value of stock and options awards, are calculated from companies' proxy statements.


Are stock option and restricted stock grants negotiable? What terms are negotiable at hire? This is premium content

In most instances, stock grants are subject to the same types of practical limitations as negotiations for your cash compensation. For example, an employer may...

What are the top 10 questions I should ask about my stock grants?

You should know the answers to the following questions. Understanding the topics involved will help you to...

What is the likelihood of receiving a new-hire or periodic stock grant? Any survey data or common practices? This is premium content

The likelihood depends mainly on your position, its salary grade, and/or your company's industry. Surveys of common practices among companies show that...
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How have the stock-market volatility and economic fluctuations of recent years changed stock grant practices?

Changes in executive compensation and equity pay practices stemming from the downturn of 2008 and 2009 were extensive. In general, during the recovery the focus in stock compensation has shifted...

How does a private company decide on the size of a stock grant? Any data on grant sizes? This is premium content

Unlike public companies or large private companies that may have grant guidelines, most private companies determine the grant size by a combination of factors. Surveys show that...

Does service with a previous employer ever count toward vesting? This is premium content

Not usually. An exception would occur if your...

Can I negotiate faster vesting later while I am working for the company?

If a company makes a grant with a specific vesting schedule and the schedule is later shortened from its original terms, the accountants will usually...

Can I protect myself from dilution and liquidity preferences in my pre-IPO company? Why does this matter? This is premium content

During the early stages of a company's existence (e.g. up to the first round of venture financing) you may be able to get...