Additions & Updates at myStockOptions.com: 1st Quarter 2022
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Below is a selection of recently added and updated content at myStockOptions.com.
You can also keep up with us at the myStockOptions.com Blog and on Twitter. |
ARTICLES, FAQs, VIDEOS
Our core content sections, organized by topic
LEARNING CENTER
Our new course on pre-IPO equity comp joins our popular self-study courses and exams for CFP, CEP, and CPWA/CIMA continuing education credits
WEBINAR CHANNEL
Upcoming webinars and past webinars available on demand at the myStockOptions Webinar Channel. Each on-demand webinar (100 mins) offers 2.0 CE credits for CFP, CPWA/CIMA, and CEP
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, Apple App Store, and Google Play Music
GLOSSARY
Recent additions include founders' stock and restricted token
GLOBAL TAX GUIDE
Important updates in China, United Kingdom, and United States
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:
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.
"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."
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.
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.
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.
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.
Preventing Tax-Return Errors With Stock Comp And Stock Sales: Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid the common mistakes that can lead to overpaying taxes or unwanted IRS attention.
Try the myStockOptions.com glossary app!
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ARTICLES, FAQs, AND VIDEOS |
NEW! 4 Big Tax-Return Mistakes To Avoid With Stock Options, RSUs, And Stock Sales
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?
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Video included! What are the top 10 questions I should ask about my stock grants?
Video included! Do you have a brief overview of the tax treatment for stock options, restricted stock, RSUs, and ESPPs?
Video included! What is an employee stock option?
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NEW! How Amazon, Apple, Google Adapted Their RSU Grants To Help Retain Top Talent
NEW! Are restricted tokens similar to restricted stock?
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?
Video included! When and how is a grant of restricted stock or RSUs taxed?
Video included! How does the taxation of restricted stock and restricted stock units differ?
Video included! What is the difference between restricted stock and performance shares or units?
How does a stock split affect my restricted stock/RSU grant?
What happens with taxes on restricted stock or RSUs if I live or work in different states during the period between grant and vesting?
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Video included! What is an employee stock purchase plan? What are the key facts to know?
Video included! 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 company's employee stock purchase plan?
Video included! What are the different types of employee stock purchase plans? What are their features?
Video included! For how long must I hold shares purchased under a Section 423 ESPP to receive favorable tax treatment?
Video included! How am I taxed if I participate in a tax-qualified (Section 423) employee stock purchase plan?
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NEW! I'm about to exercise my NQSOs and will realize a lot of ordinary income. Any way to reduce the tax impact?
Video included! What are the top 10 questions I should ask about my stock options?
Video included! When are nonqualified stock options taxed?
Video included! How are nonqualified stock options taxed?
I have vested stock options. What should I do: exercise and hold, exercise and immediately sell, or wait to exercise?
What happens with taxes on stock options if I live or work in different states during the period between grant and exercise?
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Video included! What are the top 10 questions I should ask about my stock options?
Video included! How am I taxed on my gain from a sale of stock that I acquired in an ISO exercise?
Video included! What are the tax consequences of exercising incentive stock options?
Video included! What are the ISO withholding rules?
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 happens with taxes on stock options if I live or work in different states during the period between grant and exercise?
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If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
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NEW! Unlocking Wealth From Your Stock Options
Can my company require me to retain a certain amount of company stock from a stock option exercise or a restricted stock grant?
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?
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.
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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?
When I take an international assignment, can taxes on my stock compensation be equalized?
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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?
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NEW! How Financial Advisors Can Craft Effective 10b5-1 Plans
How Executives And Directors Can Avoid SEC Troubles Before Trading Their Company Stock (Part 2)
NEW! Has the SEC proposed new requirements for 10b5-1 plans? Are these plans controversial?
What is a Rule 10b5-1 trading plan?
What are best practices for Rule 10b5-1 trading plans?
Is it possible to violate insider-trading laws by terminating or modifying my Rule 10b5-1 trading plan?
Can a grant of stock options be an insider-trading violation?
Does insider trading include buying and/or selling stock of a supplier, customer, or competitor of the company I work for?
Can the SEC, the Treasury, or my company take away stock option gains, restricted stock, and performance shares after accounting fraud has occurred?
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My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
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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?
Why is dilution important to me? How do stock grants affect it?
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NEW! Self-Study Course & Exam: Private and Pre-IPO Company Stock Compensation
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NEW! Strategies For Concentrated Positions In Company Stock
NEW! Stock Compensation Bootcamp For Financial Advisors
NEW! Preventing Tax-Return Errors With Stock Comp And Stock Sales
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NEW:
Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
Restricted Stock Units After An Acquisition: Know What Could Happen
Our podcasts are available on our website, at iTunes, and at Google Play Music.
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NEW:
founders' awards
front-loaded vesting
restricted token
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Try the myStockOptions.com glossary app!
UPDATES:
China
United Kingdom
United States
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NEW:
My company's recruiter promised me a stock grant at hire, but I was mistakenly left off the list of employees getting equity awards that the board needed to approve. How can my company fix the mistake?
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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 2022 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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CONTACT AND LICENSING INFORMATION |
TO CONTACT THE EDITORS: editors@mystockoptions.com
TO LICENSE OUR CONTENT: sales@mystockoptions.com
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Global Tax Guide