myStockOptions.com offers podcasts on a variety of topics in equity compensation. Listen to concise Q&As and professional interviews in your web browser, or on the go with a portable media player. You can subscribe to the convenient RSS feed and have our podcasts delivered straight to your feed aggregator/podcatcher (e.g. iTunes, etc.) without ever having to check here for updates.
Understand the core concepts of year-end tax planning for stock options, restricted stock/RSUs, and company stock. Among other issues, you need to weigh the impact of current tax rates against expected tax reforms. This podcast is a companion to our article series
on year-end planning for stock compensation.
Running Time: 7:02
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains how restricted stock and RSUs work, including grant, vesting, sale, and taxation.
Running Time: 8:05
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains how options work and presents the related issues, including exercise, vesting, job termination, and tax reporting.
Running Time: 6:21
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains how ESPPs work, including enrollment, offering periods, lookbacks, purchase, and taxation.
Running Time: 7:41
Bruce Brumberg, the editor-in-chief of myStockOptions.com, explains the securities laws and regulations you need to know to stay out of trouble with the SEC, with a focus on insider trading, 10b5-1 plans, Rule 144, and Section 16.
Running Time: 13:58
Get the latest on Form 1099-B, Form 8949, Schedule D, and other tax-return topics involving stock compensation.
Running Time: 4:17
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains tax-return reporting for stock compensation and how to avoid expensive mistakes that attract unwanted IRS attention.
Running Time: 9:27