Additions & Updates at myStockOptions.com: 4th Quarter 2021
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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, AND QUIZZES
Our core content sections, organized by topic
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 Australia, China, and Germany
GLOSSARY
Recent additions include secondary sale, shadow trading, and two-tier liquidity-based RSUs
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.
"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."
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.
Preventing Tax-Return Errors For 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.
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ARTICLES, FAQs, AND VIDEOS |
Tax Season 2022: What You Need To Know About New Reporting Rules
Form 8949 and Sch. D diagrams How To Report Sales Of Company Stock On Your Tax Return
Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
Get Cost Basis Right To Avoid Overpaying Tax On Stock Sales: Understand IRS Forms 1099-B And 8949 For Tax Returns
ISOs: Tax-Return Tips And Traps
NQSOs: Tax-Return Tips And Traps
IRS Form 3922 For ESPPs: What You Need To Know, And How It Can Help You Understand ESPP Taxation
IRS Form 3921 For Incentive Stock Options: What You Need To Know, And How It Can Help You Understand ISO Taxation
W-2 diagram What will my W-2 show after the vesting of restricted stock units?
W-2 diagram What will my W-2 show after I exercise nonqualified stock options?
W-2 diagram What will my W-2 show after the vesting of performance shares?
W-2 diagram What will my W-2 show after the vesting of restricted stock?
W-2 diagram What will my W-2 show after I exercise incentive stock options?
W-2 diagram What will my W-2 show after I exercise stock appreciation rights?
W-2 diagram How is an NQSO stock-swap exercise reported on my W-2?
W-2 diagram If I make a disqualifying disposition with my ESPP stock, what will appear on my W-2?
W-2 diagram If I sell ESPP shares after the required holding periods, what will appear on my W-2? What if income is missing from the form?
W-2 diagram My company's employee stock purchase plan is not tax-qualified under Section 423 of the Internal Revenue Code. What will my W-2 show after an ESPP purchase?
What do I need to know about the information on IRS Form 3922 for ESPPs?
What do I need to know about the information on IRS Form 3921 for incentive stock options?
What's new for the 2022 tax-return season?
What are the biggest mistakes with restricted stock or RSUs that I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to stock appreciation rights (SARs) that I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to my employee stock purchase plan that I can make on my tax return, and how can I avoid them?
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?
How have IRS Form 1099-B and cost-basis reporting changed for sales of stock acquired from my stock options, restricted stock, or ESPP? What do I need to do differently?
What are capital gains and capital losses? What are the capital gains tax rates?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
The amount of my spread at exercise was not listed on the W-2 that I received from my company, even though I made a disqualifying disposition. Do I report this gain on my tax return, and how will I be taxed?
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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NEW! Stock Options & RSUs: 5 Costly Mistakes To Avoid
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?
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?
How did mandatory stock option expensing affect my stock grants?
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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?
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 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?
Can my option grant have premium exercise prices or vesting that is based on performance or stock-price targets? Are there examples of this?
What happens with taxes on restricted stock or RSUs if I live or work in different states during the period between grant and vesting?
I'm a US citizen living and working outside the United States. Do I pay US taxes on income from stock compensation and stock sales? Can I avoid double taxation?
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Video included! What is an employee stock purchase plan? What are the key facts to know?
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?
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?
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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?
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?
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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?
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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
6 Ways The 2018 Tax Reforms Affect Your Stock Compensation And Financial Planning
Making Gifts Of Company Stock
Making Donations Of Company Stock
Gifts: Save On Estate Taxes With Transferable Stock Options
International Equity Awards And Company Stock: The Confusing World Of IRS Reporting For Overseas Assets And Income
Stockbrokers' Secrets: Equity Compensation Strategies For Volatile Markets
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?
How much time do I have for exercising vested stock options after my employment ends?
Do companies grant stock options or restricted stock to directors? Any survey data on director grants?
How does a clawback work to take away gains from my equity compensation?
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Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 3)
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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WEBINAR: 10b5-1 Trading Plans And Other SEC Rules Advisors Need To Know
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! Are Rule 10b5-1 plans controversial? How does the SEC view them?
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?
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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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?
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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.
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NEW:
dividend-protected stock compensation award
ESS
fractional share
immature ESPP stock
information return
market-based RSU
PTEP
right of first refusal
secondary sale
Section 409A valuation
shadow trading
tender offer
two-tier liquidity-based RSUs
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UPDATES:
Australia
China
Germany
United States
FAQ: I'm a US citizen living and working outside the United States. Do I pay US taxes on income from stock compensation and stock sales? Can I avoid double taxation?
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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?
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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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