Global Tax Guide
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2nd 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 tax guides on Austria and Portugal, plus updates in Belgium, Ireland, and the United Kingdom
GLOSSARY
Recent additions include acquired right and restricted share rights
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 ARTICLE! Private Company Stock Options And RSUs: 10 Facts To Know About The New Tax-Deferral Opportunity
NEW PODCAST! How Tax Reform Affects Your Stock Compensation And Financial Planning
Six Ways Tax Reform Affects Your Stock Compensation And Financial Planning
What are capital gains and capital losses? What are the capital gains tax rates?
Return to table of contents
Stock Option Terms: What You Can Expect
How Does Your Stock Plan Compare? (Part 1)
How Does Your Stock Plan Compare? (Part 2)
Your Stock Grants May Come With Strings Attached
What is a post-vest holding period?
What are capital gains and capital losses? What are the capital gains tax rates?
How have the stock-market volatility and economic fluctuations of recent years changed stock grant practices?
What is a post-vest holding period?
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?
Ten Financial-Planning Rules Every ESPP Participant Should Know
NEW FAQ! What is the significance of the US Supreme Court's 2018 decision about stock options?
Stock Option Terms: What You Can Expect
Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1)
Dr. Strange Tax, Or: How I Learned To Stop Worrying And Love The AMT
Are there guidelines for calculating AMT trigger points? For example, if my spouse and I earn $200,000 per year, will we trigger the AMT when I exercise ISOs?
What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on 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.
Six Ways Tax Reform Affects Your Stock Compensation And Financial Planning
Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1)
What is a post-vest holding period?
Can my company set ownership guidelines for company stock? Any survey data about their use?
Do companies grant stock options or restricted stock to directors? Any survey data on director grants?
Stock Option Terms: What You Can Expect
How Does Your Stock Plan Compare? (Part 1)
How Does Your Stock Plan Compare? (Part 2)
Your Stock Grants May Come With Strings Attached
Do the NQSO tax rules, withholding, and tax-return reporting differ if I am an independent contractor, consultant, or outside director and not an employee?
Do the restricted stock/RSU tax rules, withholding, and tax-return reporting differ if I am an independent contractor, a consultant, or an outside director and not an employee?
How have the stock-market volatility and economic fluctuations of recent years changed stock grant practices?
Funding Your Child's College Education With Stock Options And Other Stock Grants (Parts 1-3)
Disability And Death: What Happens To Stock Options, Restricted Stock/RSUs, And ESPP Participation?
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
How do stock grants in privately held companies differ from those in publicly traded companies?
NEW:
How Tax Reform Affects Your Stock Compensation And Financial Planning
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:
Acquired Right
Restricted Share Rights (RSRs)
NEW:
Austria
Portugal
UPDATES:
Belgium
Ireland
Poland
United Kingdom
NEW:
My company is planning to announce a stock buyback. It seems that when other companies do this, the stock price goes up. Can I buy company stock or call options now that would allow me to profit after this announcement is made?
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?
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