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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
- 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
Updates in Canada, China, and the United Kingdom
GLOSSARY
Recent additions include double-trigger RSUs and long-term restricted shares
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.
UPDATES! What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
UPDATES! I'm no longer an employee, so why is there withholding on my NQSO or SARs exercise?
UPDATES! I'm no longer an employee, so why is there withholding on my restricted stock vesting?
UPDATES! 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?
UPDATES! What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
Return to table of contents
NEW! Private Company Stock Options And RSUs: SEC Filings By IPO Companies Reveal What To Expect
NEW! In brief, how do nonqualified stock options and incentive stock options differ?
UPDATES! What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?
UPDATES! What types of equity compensation do companies offer?
UPDATES! Why do companies grant stock options, restricted stock, and other equity awards? Do surveys show that employees really value them?
UPDATES! Do equity awards really motivate employees?
UPDATES! How does a stock option offered to an employee differ from a stock warrant acquired by an investor?
UPDATES! What are the important documents I need to understand a stock plan? What are some examples of plans?
UPDATES! What does a stock grant agreement look like, and what terms does it cover? Where can I find samples?
NEW! From Apple To Uber: 5 Key Features Of Performance Share Grants
UPDATES! What types of company goals are most commonly set for performance shares and units? What do surveys show about the metrics, periods, and other grant features that companies use?
UPDATES! What would happen to my performance shares in an acquisition of my company?
UPDATES! How does the taxation of restricted stock and restricted stock units differ?
UPDATES! I'm no longer an employee, so why is there withholding on my restricted stock vesting?
UPDATES! When and how do senior executives file Form 4 for restricted stock, restricted stock units, and performance shares?
UPDATES! How can I find out whether my company has an employee stock purchase plan, what type it is, and what its basic features are?
UPDATES! What documents should I read before deciding to participate in my company's ESPP? What is my company required to show me?
UPDATES! Can I roll unused ESPP funds into the next offering?
NEW! In brief, how do nonqualified stock options and incentive stock options differ?
UPDATES! When and how are nonqualified stock options taxed?
UPDATES! When I hold NQSO shares after exercise, what tax applies when I later sell the stock?
UPDATES! I'm no longer an employee, so why is there withholding on my NQSO or SARs exercise?
NEW! In brief, how do nonqualified stock options and incentive stock options differ?
UPDATES! What is an incentive stock option?
UPDATES! When I am no longer with my company (e.g. job loss or disability), do tax-law deadlines dictate when I must exercise an ISO?
UPDATES! What are the holding-period requirements of an ISO?
UPDATES! What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
UPDATES! I'm no longer an employee, so why is there withholding on my NQSO or SARs exercise?
UPDATES! What are the risks of borrowing money from my company to exercise options, purchase restricted stock, or pay the related taxes?
UPDATES! When I take an international assignment, will taxes on my stock compensation be equalized?
UPDATES! Can stock options and restricted stock be transferred or gifted to people or charities after I get them?
UPDATES! Do companies grant stock options or restricted stock to directors? Any survey data on director grants?
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.
UPDATES! What happens to the vesting of my grant if I switch from full-time to part-time work?
UPDATES! When I am no longer with my company (e.g. job loss or disability), do tax-law deadlines dictate when I must exercise an ISO?
UPDATES! I'm no longer an employee, so why is there withholding on my NQSO or SARs exercise?
UPDATES! I'm no longer an employee, so why is there withholding on my restricted stock vesting?
UPDATES! What are the top 10 questions related to retirement planning that I should ask about my stock options, restricted stock/RSUs, or ESPP participation?
UPDATES! After I retire, will my company let my stock options or restricted stock continue to vest, or will it accelerate the vesting?
UPDATES! Can I name a beneficiary for my stock options, ESPPs, stock appreciation rights, or restricted stock?
UPDATES! What is insider trading? Do you have to be an insider or executive to commit it?
UPDATES! Do the rules of insider trading and tipping apply only in business contexts? Do they also apply to what I tell friends and family?
UPDATES! How do the SEC and the stock exchanges detect insider trading? Aren't stock-trading records confidential?
UPDATES! What is a Rule 10b5-1 trading plan?
UPDATES! How widely used are Rule 10b5-1 trading plans? Is survey data about their use available?
UPDATES! What are best practices for Rule 10b5-1 trading plans?
UPDATES! Is it possible to violate insider-trading laws by terminating or modifying my Rule 10b5-1 trading plan?
UPDATES! Where are Forms 3, 4, and 5 filed?
UPDATES! When and how do senior executives file Form 4 for restricted stock, restricted stock units, and performance shares?
UPDATES! What would happen to my performance shares in an acquisition of my company?
UPDATES! What affects the willingness of a buyer to cash out or convert the seller's options other than the deal's tax structure?
NEW! Private Company Stock Options And RSUs: SEC Filings By IPO Companies Reveal What To Expect
UPDATES! Stockbrokers' Secrets: Five Financial-Planning Insights For Equity Compensation At IPO Companies
UPDATES! In a private company, can restricted stock and stock option grants be structured so that they vest only when the company goes public or gets acquired? How is this taxed?
UPDATES! How does a private company decide on the size of a stock grant? Any data on grant sizes?
UPDATES! My company will go public soon. Can it grant me options now at an exercise price that is substantially lower than the expected IPO price?
UPDATES! How do I value options and stock in a private company?
UPDATES! How do pre-IPO and other private companies determine exercise prices?
NEW:
How Tax Reform Affects Your Stock Compensation And Financial Planning
How Tax Reform Affects Year-End Planning For Equity Comp 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
Our podcasts are available on our website, at iTunes, and at Google Play Music.
NEW:
carryover
longer-term restricted shares
double-trigger RSUs
UPDATES:
Canada
China
United Kingdom
NEW:
Will I have to pay capital gains tax if I sell my RSU shares for less than they were worth when I got them?
A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive publication about 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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