Guide to Compensation in Stock and Options
Free online guide
Updated February 8, 2008
Welcome to our free online guide to nonqualified options, incentive stock options and other forms of equity compensation.
Current feature
Complete Guide to Refundable AMT Credit
We have the most complete guidance available on the new refundable credit for old unused minimum tax credit.
details: Refundable AMT Credit
Our books on equity compensation
We offer two books on this subject:
- Consider Your Options, our book for people who receive stock options and other forms of equity compensation
- Equity Compensation Strategies, our book for professionals who offer advice to people who receive options and other forms of equity compensation
Free online guide
Here's a list of pages available in this free online guide.
Laying the Foundation
- Equity Compensation 101
- When Stock Is Vested
- Fair Market Value of Stock
- Withholding on Stock Compensation
Stock Grants
Nonqualified Options
- Nonqualified Options in General
- Nonqualified Stock Options Before Exercise
- Exercising Nonqualified Stock Options
- Cashless Exercise of Nonqualified Stock Options
- Nonqualified Option Exercise Using Stock
- Sale of Stock from Nonqualified Options
- Nonqualified Options and Capital Gain
Incentive Stock Options
- Incentive Stock Options in General
- ISOs Before Exercise
- Exercising ISOs
- Cashless Exercise of ISOs
- Using Stock to Exercise ISOs
- Early Disposition of ISO Stock
- Sale of Mature ISO Stock
- $100,000 Limit for ISOs
- $100,000 Limit and Early Exercise
Employee Stock Purchase Plans
- Overview of Employee Stock Purchase Plans (ESPPs)
- Buying Shares Through an Employee Stock Purchase Plan (ESPP)
- Dispositions of ESPP Stock
- Tax Reporting for Disqualifying Dispositions of ESPP Shares
- Tax Reporting for Qualifying Dispositions of ESPP Shares
- Flipping ESPP Shares
Related
- Consider Your Options (book for people who receive stock options)
- Equity Compensation Strategies (book for professional advisors)
- Alternative Minimum Tax (free online guide)
- AMT and Equity Compensation (forum for questions and comments on this topic)
- Special Taxes (easy access to forms for AMT or AMT credit)
