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
- Basics
- Restricted Stock, RSUs, Performance Shares
- ESPPs
- NQSOs
- ISOs & AMT
- Stock Appreciation Rights
- Financial Planning
- Job Events
- Life Events
- Mergers & Acquisitions
- SEC Law & Rule 10b5-1 Trading Plans
- Pre-IPO & Going Public
- myStockOptions Tax Center
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 Germany
GLOSSARY
Recent additions include direct public offering (DPO) and IRS tax transcript
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 for upcoming webinars and past webinars on demand. Each on-demand webinar (100 mins) offers 2.0 CE credits for CFP, CPWA/CIMA, and CEP:
Restricted Stock & RSU Financial Planning: Advanced Bootcamp. Insights from a panel of three leading financial advisors, including case studies, to provide practical expertise for restricted stock/RSUs in public and private companies.
Stock Option Exercise Strategies: Advanced Bootcamp. It is crucial to have a plan for stock option exercises. This webinar features compelling strategies from a panel of three experts in financial and tax planning for option exercises.
Stock Compensation Bootcamp For Financial Advisors. Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success.
Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition. Equity comp in private companies is different. Learn the related financial and tax planning with three leading financial advisors, including real-world case studies.
10b5-1 Trading Plans And Other SEC Rules Advisors Need To Know. Learn the fundamentals, best practices, and most effective designs for Rule 10b5-1 trading plans. This webinar features top legal and financial experts presenting practical guidance and real-world case studies for financial advisors.
Strategies For Concentrated Positions In Company Stock. Wealth is won and lost through the management of concentrated company stock positions. In this webinar, experts at managing concentrated stock wealth explain strategies and solutions.
NEW! Stock Options & RSUs: 5 Costly Mistakes To Avoid
Video included! What are the top 10 questions I should ask about my stock grants?
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?
Return to table of contents
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
Video included! What are the top 10 questions I should ask about my grant of restricted stock or RSUs?
Video included! What are the top 10 questions I should ask about my company's performance share plan?
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?
What happens with taxes on restricted stock or RSUs if I live or work in different states during the period between grant and vesting?
Video included! What are the top 10 questions I should ask about my company's employee stock purchase plan?
Can my company use the IPO price as its ESPP's grant-date price?
How does an ESPP work if it is not a tax-qualified plan? For example, can there be a share match?
Video included! 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?
Video included! What are the top 10 questions I should ask about my stock options?
What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
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
Has the likelihood of a tax audit increased for people with equity compensation?
I have vested stock options. What should I do: exercise and hold, exercise and immediately sell, or wait to exercise?
I have more than one stock option grant, and they are at different exercise prices. Which one should I exercise first?
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.
Video included! When I leave my job, what are the top 10 questions I should ask about my stock options, restricted stock/RSUs, or ESPP participation?
How much time do I have for exercising vested stock options after my employment ends?
How do I know whether I am being granted my fair share of stock options or RSUs? Are grant guidelines publicly available so that I can compare?
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?
WEBINAR: 10b5-1 Trading Plans And Other SEC Rules Advisors Need To Know
NEW! How Financial Advisors Can Craft Effective 10b5-1 Plans
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)
WEBINAR: Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition
NEW! Stock Options & RSUs From Startup To IPO Or M&A: Top Financial Advisors Cover 5 Key Topics
NEW! Financing Stock Option Exercises In A Private Company
Video included! What are the top 10 questions I should ask about equity awards I receive at a private company?
NEW! How does tax withholding work for private company stock compensation?
NEW! How could my startup's equity compensation change as the company grows, both before and after an IPO?
How do I value options and stock in a private company?
Are there ways around a lockup? Do companies allow earlier sales?
Can my company use the IPO price as its ESPP's grant-date price?
What happens with taxes on restricted stock or RSUs if I live or work in different states during the period between grant and vesting?
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?
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:
Continuous Service
Direct Public Offering (DPO)
Equity Incentive
IRS Tax Transcript
PTE
UPDATES:
Canada
Germany
NEW:
I'm about to exercise my nonqualified stock options and will realize a lot of ordinary income. Is there any way to reduce the tax impact?
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