Global Tax Guide
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Below is a selection of recently added and updated content at myStockOptions.com. |
ARTICLES, FAQs, VIDEOS, AND QUIZZES
Our core content sections, organized by topic
- myStockOptions Tax Center
- Financial Planning
- Basics
- Restricted Stock, RSUs, Performance Shares
- ESPPs
- NQSOs
- ISOs & AMT
- Stock Appreciation Rights
- Job Events
- Life Events
- Mergers & Acquisitions
- SEC Law & Rule 10b5-1 Trading Plans
- Pre-IPO & Going Public
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, Apple App Store, and Google Play Music
GLOBAL TAX GUIDE
Important updates in Canada and the United Kingdom
GLOSSARY
Recent additions include AMT Sweet Spot and Immediately Exercisable Stock Option
ASK THE EXPERTS
Selected questions from Premium Members of myStockOptions.com
NONQUALIFIED DEFERRED COMPENSATION
The latest additions and updates at our sibling website myNQDC.com.
myStockOptions Webinars
See the myStockOptions webinar channel to register for our upcoming webinars and purchase our past webinars on demand in streaming format. On-demand webinars include:
Restricted Stock & RSU Financial Planning: Advanced Bootcamp (100 mins). This lively webinar features insights from a panel of three leading financial advisors, including case studies, to provide practical info, guidance, and expertise for restricted stock/RSUs in both public and private companies. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
Stock Option Exercise Strategies: Advanced Bootcamp (100 mins). Stock options can offer great leverage, but it must be wielded wisely. It is crucial to have a strategic plan for stock option exercises. This webinar features compelling insights from a panel of three experts in option exercise strategies. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
Stock Compensation Bootcamp For Financial Advisors (100 mins). Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
Strategies For Concentrated Positions In Company Stock (100 mins). Wealth is won and lost through the management of concentrated company stock positions. In this webinar (100 minutes), experts at managing concentrated stock wealth explain the wide range of strategies and solutions available for preventing losses and meeting goals. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
Tax Season 2021: What You Need To Know About New Reporting Rules
Form 8949 and Sch. D diagrams! How To Report Sales Of Company Stock On Your Tax Return
W-2 reporting! Form W-2 Diagram FAQs
Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
Get Cost Basis Right To Avoid Overpaying Tax On Stock Sales: Understand IRS Forms 1099-B And 8949 For Tax Returns
ISOs: Tax-Return Tips And Traps
NQSOs: Tax-Return Tips And Traps
IRS Form 3922 For ESPPs: What You Need To Know, And How It Can Help You Understand ESPP Taxation
IRS Form 3921 For Incentive Stock Options: What You Need To Know, And How It Can Help You Understand ISO Taxation
What do I need to know about the information on IRS Form 3922 for ESPPs?
What do I need to know about the information on IRS Form 3921 for incentive stock options?
What's new for the 2021 tax-return season?
What are the biggest mistakes with restricted stock or RSUs that I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to stock appreciation rights (SARs) that I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to my employee stock purchase plan that I can make on my tax return, and how can I avoid them?
If I file an extension to complete my tax return after the IRS deadline, are there any mistakes I should avoid that involve stock compensation income?
How have IRS Form 1099-B and cost-basis reporting changed for sales of stock acquired from my stock options, restricted stock, or ESPP? What do I need to do differently?
NEW! What is IRS Form W-4 and how does it relate to income from stock compensation?
What are capital gains and capital losses? What are the capital gains tax rates?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
After I exercise NQSOs, will I need to make estimated tax payments?
If I exercise ISOs and hold the stock (triggering AMT for the spread) or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
If I purchase shares in my company's ESPP or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
Return to table of contents
Why do companies grant stock options, restricted stock, and other equity awards? Do surveys show that employees really value them?
Do equity awards really motivate employees?
What guidelines do employers use to determine how many stock options or restricted shares to grant?
Does vesting continue while I am on a leave of absence, sabbatical, or furlough?
NEW! Sell Or Hold RSU Shares At Vesting? 3 Approaches To Consider
NEW! So Your Company Granted You RSUs. Now What? 3 Planning Tips From Top Financial Advisors
What are the top 10 questions I should ask about my grant of restricted stock or RSUs?
My restricted stock/RSUs will vest soon. What must I do and decide?
My restricted stock/RSUs will vest soon. Should I sell the shares at vesting or hold them?
Can my option grant have premium exercise prices or vesting that is based on performance or stock-price targets? Are there examples of this?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
If I purchase shares in my company's ESPP or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
What are the top 10 questions I should ask about my stock options?
Is the spread at exercise of a nonqualified stock option subject to federal income-tax withholding?
I have vested stock options. What should I do: exercise and hold, exercise and immediately sell, or wait to exercise?
After I exercise NQSOs, will I need to make estimated tax payments?
What are the top 10 questions I should ask about my stock options?
If I exercise ISOs and hold the stock (triggering AMT for the spread) or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
What are the top 10 questions I should ask about my stock appreciation rights?
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
NEW! The Tao Of Stock Options: Exercise Strategies From Stock Option Gurus
NEW! Sell Or Hold RSU Shares At Vesting? 3 Approaches To Consider
NEW! So Your Company Granted You RSUs. Now What? 3 Planning Tips From Top Financial Advisors
Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1)
Top 10 Financial-Planning Rules Everyone With Stock Options Needs To Know
10 Financial-Planning Rules For Restricted Stock And RSUs
How To Diversify Your Company Stock Holdings While Leveraging The Wealth In Your Stock Options & Other Equity Grants
Stock Option Valuation And Your Exercise Strategy
I have vested stock options. What should I do: exercise and hold, exercise and immediately sell, or wait to exercise?
Are there any strategies for paying estimated taxes on income from stock options and restricted stock?
What is a concentrated stock position, and what can I do to protect myself and get cash for other purposes?
How does a non-US resident reclaim US backup withholding?
Has the likelihood of a tax audit increased for people with equity compensation?
Advisors, Have You Heard About MSO Pro?Tools to track and model grants for multiple clients, and proactive communications to build relationships. Selected by CPA Wealth Provider Magazine as one of the best new financial-planning products. Click here for more information.
How much time do I have for exercising vested stock options after my employment ends?
Retirement Planning With Stock Options And RSUs (Part 1: Pre-Retirement)
Strategic Planning With Roth IRAs And Stock Compensation (Part 1)
Stockbrokers' Secrets: Retirement Planning With Stock Compensation (Part 2)
How do stock grants affect Roth IRA contributions and conversions?
NEW! Are Rule 10b5-1 plans controversial? How does the SEC view them?
What is a Rule 10b5-1 trading plan?
My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
NEW! Initial Public Offerings: Leading Financial Advisors On Equity Compensation Planning
NEW! How could my startup's equity compensation change as the company grows, both before and after an IPO?
How do stock grants in private companies differ from those in publicly traded companies?
Why do some companies grant stock options that are immediately exercisable before they vest and are subject to a repurchase right by the company?
After the IPO, are there any restrictions on how soon I can sell shares of my company's stock?
Are there ways around a lockup?
NEW:
Basics Of Financial Planning With Stock Compensation And Company Shares
The Great Drawdown: How To Optimize Stock-Based Compensation For Retirement Planning
Divorce: What Happens To My Stock Compensation?
Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
Stock Option Terms: What You Can Expect
Restricted Stock Units After An Acquisition: Know What Could Happen
How The 2018 Tax Reforms Continue To Affect Stock Compensation And Financial Planning
Our podcasts are available on our website, at iTunes, and at Google Play Music.
NEW:
AMT Sweet Spot
CP59 Notice
Form 8960
Immediately Exercisable Stock Option
SPAC
UPDATES:
Canada
United Kingdom
NEW:
I just received a new grant of stock options. Do I make a Section 83(b) election at exercise on all stock options?
A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive publication about nonqualified deferred compensation:
UPDATES! What are the 2021 adjustments to the IRS limits for qualified retirement plans that affect nonqualified deferred compensation?
UPDATES! If I file an extension to complete my tax return after the IRS deadline, are there any mistakes I should avoid that involve nonqualified deferred compensation?
NEW! Impact Of The SECURE Act On NQDC Plans And Retirement Distribution Elections
NEW! What is IRS Form W-4 and how does it apply to withholding from nonqualified deferred compensation?
NEW! Advantages To Pre-Tax Deferral Of Income After Tax Reform
NEW! Make The Most Of Social Security Benefits With NQDC Distributions
UPDATES! Participant Viewpoint: My Investment And Risk Management Strategies For Nonqualified Deferred Compensation
UPDATES! Tax Reform: Good Or Bad For Pretax Compensation Deferral?
UPDATES! Tax Reform And The Impact On Nonqualified Deferred Compensation Plans
UPDATES! Future Higher Tax Rates Would Not Reduce The Current Appeal Of Nonqualified Plans
UPDATES! What are the most recent tax changes that affect nonqualified deferred compensation?
UPDATES! How do I fit nonqualified deferred compensation into my financial plan?
UPDATES! I plan to move. What if I live in a different state at distribution than the state where I worked? How is the distribution taxed?
UPDATES! Can I put more away with a nonqualified deferred compensation plan than with a 401(k) plan? What are the limits?
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TO LICENSE OUR CONTENT: sales@mystockoptions.com