This free online guide explains how to handle the most popular forms of equity compensation, including restricted stock, nonqualified options, incentive stock options, and employee stock purchase plans. Fairmark also publishes Consider Your Options, the leading book on the subject.
Laying the Foundation
Some topics of broad application, such as withholding, the concept of vesting, and determining fair market value.
What you need to know about restricted stock units or awards, including the section 83b election.
Explains what they are, how to exercise, and relevant tax rules and strategies.
Incentive Stock Options
Complete discussion, including special holding period, regular tax and AMT.
Employee Stock Purchase Plans
Learn how to benefit from these offerings and the tricky tax rules that apply when you dispose of your shares.