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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
- Year-End Planning 2019
- Tax Center
- Basics
- Restricted Stock, RSUs, Performance Shares
- ESPPs
- NQSOs
- ISOs & AMT
- Stock Appreciation Rights
- 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
Important updates in Canada, China, India, and others
GLOSSARY
Recent additions include double-trigger RSUs and multi-class stock structure
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.
12 Ideas For Year-End Planning With Stock Compensation (Part 1)
12 Top Ideas For Year-End Tax Planning With Stock Compensation (Part 2)
7 Year-End Strategies For Restricted Stock, RSUs, And Performance Shares
Year-End Strategies For Employee Stock Purchase Plans
Stockbrokers' Secrets: Year-End Planning For NQSOs, Restricted Stock, And RSUs
Leading Advisors Reveal Year-End Strategies For Equity Comp And Company Stock
Stockbrokers' Secrets: Year-End Planning For ISOs
Making Gifts Of Company Stock
Making Donations Of Company Stock
What are some key planning strategies at year-end for restricted stock, RSUs, and stock options?
For NQSOs or SARs exercised on the last business day of 2019, or for restricted stock that vests on that day, is the income taxable in 2019 or 2020?
If I sell stock this year, I can avoid higher taxes next year, including the 3.8% Medicare surtax on capital gains. What issues should I consider?
Next year I may be in a higher tax bracket. I am thinking about exercising my nonqualified stock options before then to accelerate income into this year. What issues do I need to think about?
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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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?
Has the likelihood of a tax audit increased for people with equity compensation?
Are there any strategies for paying estimated taxes on income from stock options and restricted stock?
After I exercise NQSOs, will I need to make estimated tax payments?
When my restricted stock or RSUs vest, 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?
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?
NEW! Stock Options Made Simple: Comparing NQSOs And ISOs
NEW! In brief, how do nonqualified stock options and incentive stock options differ?
Do equity awards really motivate employees?
Why do companies grant stock options, restricted stock, and other equity awards? Do surveys show that employees really value them?
How common are stock options, restricted stock, performance shares, and ESPPs outside the United States? Do surveys show trends?
What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?
NEW! Do I need to pay capital gains tax if I sell RSU shares for less than they were worth when I got them?
12 Ideas For Year-End Planning With Stock Compensation (Part 1)
12 Top Ideas For Year-End Tax Planning With Stock Compensation (Part 2)
7 Year-End Strategies For Restricted Stock, RSUs, And Performance Shares
What are some key planning strategies at year-end for restricted stock, RSUs, and stock options?
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 metrics, periods, and other grant features that companies use?
What would happen to my performance shares in an acquisition of my company?
Year-End Strategies For Employee Stock Purchase Plans
Can my company use the IPO price as its ESPP's grant-date price?
NEW! Stock Options Made Simple: Comparing NQSOs And ISOs NEW! In brief, how do nonqualified stock options and incentive stock options differ?
What are some key planning strategies at year-end for restricted stock, RSUs, and stock options?
12 Ideas For Year-End Planning With Stock Compensation (Part 1)
12 Top Ideas For Year-End Tax Planning With Stock Compensation (Part 2)
NEW! Stock Options Made Simple: Comparing NQSOs And ISOs NEW! In brief, how do nonqualified stock options and incentive stock options differ?
Stockbrokers' Secrets: Year-End Planning For ISOs
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
What are some key planning strategies at year-end for restricted stock, RSUs, and stock options?
NEW! Flex Your Negotiating Clout: What You Should Know Before You Negotiate Your Stock Compensation Package
Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 1)
Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 2)
Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 3)
What is insider trading? Do you have to be an insider or executive to commit it?
How do the SEC and the stock exchanges detect insider trading? Aren't stock-trading records confidential?
If I enter into a hedging transaction in my company stock, as a senior executive do I need to report this to the SEC on Form 4? Can I be banned from hedging?
What would happen to my performance shares in an acquisition of my company?
NEW! Flex Your Negotiating Clout: What You Should Know Before You Negotiate Your Stock Compensation Package
Any survey data on stock grants in private companies?
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?
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:
Double-trigger RSUs
Multi-class stock structure
SE tax
Spousal consent
Transfer of economic interest
Transfer of economic value
UPDATES:
Belgium
Canada
China
India
South Africa
NEW:
The vesting on my restricted stock units (RSUs) is being accelerated. Any way to reduce the tax impact?
Does my spouse also need to accept my stock grant?
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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TO LICENSE OUR CONTENT: sales@mystockoptions.com