|
1st QUARTER 2018 |
ARTICLES, FAQs, AND VIDEOS
Our core content sections, organized by topic
- Tax Center
- 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
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, iTunes, and Google Play Music
GLOBAL TAX GUIDE
New guides on Austria and Portugal; important updates in Belgium, France, and New Zealand
GLOSSARY
Recent updates and additions include composite statement, liquidity program, Tax Cuts & Jobs Act, and more
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.
The myStockOptions.com Blog is a great way to keep up with new developments in equity compensation and with the frequently updated content of myStockOptions.com. You can also follow us on Twitter.
NEW! Six Ways Tax Reform Affects Your Stock Compensation And Financial Planning
NEW! Private Company Stock Options And RSUs: 10 Facts To Know About The New Tax-Deferral Opportunity
The Impact Of Tax-Law Changes On Stock Option And Restricted Stock Strategies
Tax Planning For Options, Restricted Stock, And ESPPs Affected By The 2013 Tax-Law Changes (Part 1)
Did tax reform change the tax-withholding rates on stock compensation?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
How does tax reform affect stock compensation?
How does tax reform affect restricted stock and RSUs?
What are capital gains and capital losses? What are the capital gains tax rates?
How does Obamacare continue to affect Medicare tax and stock compensation planning?
Return to table of contents
Stomach Volatility In Your Company's Stock Without Losing Your Mind
What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?
Why do companies grant stock options, restricted stock, and other equity awards? Do employees really value them?
Why do companies shift from granting stock options to granting restricted stock units, and then sometimes back again to granting at least some stock options?
NEW! If my company declares bankruptcy, do I have any special rights in my restricted stock or RSUs?
How does tax reform affect restricted stock and RSUs?
Did tax reform change the tax-withholding rates on stock compensation?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
What are capital gains and capital losses? What are the capital gains tax rates?
When and how is a grant of restricted stock or RSUs taxed?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
After I retire, will my company let my stock options or restricted stock continue to vest, or will it accelerate the vesting?
Do companies grant stock options or restricted stock to directors? Any survey data on director grants?
Do I get dividends with restricted stock units? How are they taxed?
Can my company fire me or reduce the size of my grant just before the vesting of my stock options or restricted stock/RSUs?
What types of company goals are most commonly set for performance shares and units? What do surveys show about the performance metrics and periods that companies use?
If my company declares bankruptcy, do I have any special rights in my restricted stock or RSUs?
Too much Social Security tax was withheld. How do I recover the excess amount?
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 capital gains and capital losses? What are the capital gains tax rates?
Did tax reform change the tax-withholding rates on stock compensation?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
What are capital gains and capital losses? What are the capital gains tax rates?
After I exercise NQSOs, will I need to make estimated tax payments?
Do companies grant stock options or restricted stock to directors? Any survey data on director grants?
Incentive Stock Options: What You Must Know To Make The Most Of ISOs And Avoid Costly Mistakes
Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax
How do you calculate the alternative minimum tax?
What is the latest news about legislation affecting the alternative minimum tax?
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?
Did tax reform change the tax-withholding rates on stock compensation?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
What are capital gains and capital losses? What are the capital gains tax rates?
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.
NEW! Six Ways Tax Reform Affects Your Stock Compensation And Financial Planning
The Impact Of Tax-Law Changes On Stock Option And Restricted Stock Strategies
Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1)
Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 2)
Making Gifts And Donations Of Company Stock
Gifts: Save On Estate Taxes With Transferable Stock Options
What are the top 10 questions that I should answer before making a financial plan with my stock compensation?
What is a concentrated stock position, and what can I do to protect myself and get cash for other purposes?
Do I get dividends with restricted stock units? How are they taxed?
Is my company's tax deduction limited for the value of my restricted stock, restricted stock units, performance shares, or stock options if my compensation exceeds $1 million?
Your Stock Grants May Come With Strings Attached
Can my company fire me or reduce the size of my grant just before the vesting of my stock options or restricted stock/RSUs?
Stockbrokers' Secrets: Retirement Planning With Stock Compensation (Part 1)
Stockbrokers' Secrets: Retirement Planning With Stock Compensation (Part 2)
Retirement Planning With Stock Options And RSUs (Part 1: Pre-Retirement)
Strategic Planning With Roth IRAs And Stock Compensation (Part 1)
After I retire, will my company let my stock options or restricted stock continue to vest, or will it accelerate the vesting?
If I receive stock options or restricted stock/RSUs after my spouse and I separate but before the divorce is finalized, are those grants subject to division in the divorce proceedings?
What is insider trading? Do you have to be an insider or executive to commit it?
What will happen to my unvested stock grants if my company is acquired or if it merges with another company?
NEW! Private Company Stock Options And RSUs: 10 Facts To Know About The New Tax-Deferral Opportunity
Has there been a tax-law change for stock options and restricted stock units (RSUs) in privately held companies?
NEW:
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
Our podcasts are available on our website, at iTunes, and at Google Play Music.
NEW:
Cadillac plan
composite statement
liquidity program
restricted share rights (RSRs)
Tax Cuts & Jobs Act
NEW:
Austria
Portugal
UPDATES:
Belgium
France
New Zealand
NEW:
How do tax-rate changes under the new tax law affect the tax-return reporting of my 2017 stock compensation income? My restricted stock units (RSUs) vested, I exercised stock options, and I sold some company shares. Do the old or new tax rates and rules apply?
A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive publication about nonqualified deferred compensation:
How do I fit nonqualified deferred compensation into my financial plan?
At what time of year do I make my election to defer income? Is the timing different for performance-based compensation?
How did the IRS modify the Section 409A regulations in 2016?
Are NQDC plans affected by the Supreme Court's rulings on marriage equality?
I am a US executive moving overseas to work. When I live outside the United States, does the tax treatment change for deferrals and distributions under my nonqualified deferred compensation plan?
|
|
TO CONTACT THE EDITORS: editors@mystockoptions.com
TO LICENSE OUR CONTENT: sales@mystockoptions.com