myStockOptions.com @StockCompGuru
Leading online resource on stock comp, from basics to taxes to financial planning. We make complex stock comp topics easy to understand (maybe even fun). mystockoptions.com Boston area, Massachusetts Joined March 2010-
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April is National Financial Literacy Month. Few financial endeavors for employees are more complex than making the most of stock options, RSUs, and employee stock purchase plans. Cap off the month with a special article that offers 7 key lessons. #fintwit mystockoptions.com/articles/finan…
Don't miss our special Equity Comp Masterclass series of three webinars! - Part 1: Stock Options (May 2) - Part 2: RSUs & ESPPs (May 22) - Part 3: Best Ideas From Top Advisors (June 12) Register for the series or any individual webinar #fintwit #TaxTwitter bigmarker.com/series/equity-…
Delighted to be featured in @Forbes discussing equity compensation negotiation! Thanks Bruce Brumberg @StockCompGuru ow.ly/eWxW50RmonO #CareerAdvice #EquityCompensation #NegotiationTips #CareerAdvice
Announcing our Equity Comp Masterclass series of three webinars: - Part 1: Stock Options (May 2) - Part 2: Restricted Stock/RSUs & ESPPs (May 22) - Part 3: Best Ideas From Top Advisors (June 12) Register for the series or any individual webinar! #fintwit bigmarker.com/series/equity-…
If you have professional clout that the company needs, your equity comp may be negotiable at hire or promotion. However, you want to be careful. My latest article at Forbes presents tips from three advisors with experience in comp negotiations. #fintwit forbes.com/sites/brucebru…
Happy #TaxDay. Can't file on time? Find out big mistakes to avoid with stock comp when you get a filing extension. Note that penalties have been boosted, and the interest rate on underpayment is now 8%. See also the our Tax Center: mystockoptions.com/tax-center mystockoptions.com/content/if-i-f…
Nobody likes doing homework for the IRS, but the handy "cheat sheet" in this article can make the assignment easier for tax returns involving equity compensation and company stock sales; and you must know the rules to avoid overpaying taxes! #TaxTwitter mystockoptions.com/articles/tax-r…
T MINUS ONE WEEK: Reporting sales of stock acquired from equity comp can be tricky. As the clock ticks down to the filing deadline, our famous annotated diagrams of Form 8949 and Schedule D will show you what to report and where to report it. #TaxTwitter mystockoptions.com/tax-center/rep…
BEWARE: For sales of shares acquired via equity comp, the cost-basis reporting on Form 1099-B is often incomplete. An adjustment usually must be made on Form 8949. This article explains the crucial facts you must know to avoid overpaying taxes #TaxTwitter mystockoptions.com/articles/avoid…
Before reporting sales of stock acquired from equity comp on your tax return, what are the top 10 questions you should ask to prevent costly mistakes? This FAQ offers a checklist to help you file an error-free return. #TaxTwitter mystockoptions.com/content/what-a…
ALERT: Due to arcane IRS rules, the cost basis of sold RSU shares reported on Form 1099-B *will almost certainly be too low* and require an adjustment on Form 8949 to prevent a tax overpayment. How do you make the adjustment? Our FAQ explains! #TaxTwitter mystockoptions.com/content/what-i…
📝 At myStockOptions, we consider ourselves to be the Ann Landers of equity comp, often fielding mystified inquiries about its complexities. Our latest inquiry to our experts concerns "two-stage double-trigger vesting" in pre-IPO RSUs. What's up with that? mystockoptions.com/ask-the-expert…
Equity comp and sales of company stock will complicate your tax return. Nobody likes doing homework for the IRS, but the handy "cheat sheet" in my latest Forbes article can make the assignment easier and help you avoid costly mistakes #TaxTwitter #fintwit forbes.com/sites/brucebru…
If you had income from equity comp or stock sales in 2023, the myStockOptions Tax Center is a must-have for your tax return to avoid costly mistakes. Our latest newsletter offers a handy to guide to its resources, along with recent developments: mystockoptions.com/resource/index…
If an employee has the clout, equity comp may be negotiable at hire. Our recent webinar on this topic is now available on demand. Learn how to help clients negotiate equity comp and protect it in job loss, plus mistakes to avoid. #fintwit #TaxTwitter bigmarker.com/mystockoptions…
TODAY: If an employee has the clout, equity comp may be negotiable. Our webinar today (2p ET, 11a PT) will explain how to help clients negotiate equity comp and protect it in job loss. Can't make it? Recording available! Register below #fintwit #taxtwitter bigmarker.com/mystockoptions…
"When I leave my job, what are the top questions I should ask about my stock compensation?" Our FAQ has the answer... mystockoptions.com/content/what-a… ...and our webinar tomorrow will explain how to protect equity comp even before job loss. Register at the link! bigmarker.com/mystockoptions…
If an employee has the clout, equity comp may be negotiable at hire. Our next webinar (Thurs, 3/14) will show how to help clients negotiate equity comp, how to protect it in termination, and mistakes to avoid. Details and registration at the link! #fintwit bigmarker.com/mystockoptions…
If in 2023 you sold shares acquired from equity comp or an ESPP, you must report the sale on your IRS tax return. Our popular FAQs with annotated diagrams of Form 8949 and Schedule D can help you make sense of the reporting rules and avoid costly mistakes: mystockoptions.com/tax-center/rep…
As tax season gathers pace, our blog (newly redesigned!) has a handy guide to the expert tax resources at myStockOptions that can help you avoid costly mistakes involving equity comp on your tax return. Find them in our Tax Center: mystockoptions.com/tax-center mystockoptions.typepad.com/blog/2024/02/t…
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As a stock plan admin, there are a lot of eyes on you when it comes time to release restricted stock units and restricted stock awards. Be prepared when the stakes are high with this checklist >> bit.ly/4a7c3CX
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Huge congrats to all the fellows including my @CNBC colleague @anateresasola!
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we used to be a country
Pizza Hut in the 90s tho?
Baby Donkeys are so under appreciated.
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