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Employee Stock Purchase Plans (ESPPS)

Employee Stock Purchase Plans (ESPPS)

Benefit from your own employer’s growth and profitability over time.

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Incentive Stock Options (ISOs)

Incentive Stock Options (ISOs)

ISOs are typically offered to high-valued employees and upper management to retain their employment for the long-term.

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Non-Qualified Stock Options (NSOs)

Non-Qualified Stock Options (NSOs)

NSOs are employee stock options that are taxed as regular income, which is significantly higher than the capital gains rate used when taxing ISOs.

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Restricted Stock Units (RSUs)

Restricted Stock Units (RSUs)

NSOs are employee stock options that are taxed as regular income, which is significantly higher than the capital gains rate used when taxing ISOs.

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10b5-1 Plans

10b5-1 Plans

A Rule 10b5-1 plan is a prearranged trading plan under SEC Rule 10b5-1 that provides a defense against charges of insider trading if you later trade stock while you know confidential, important information about your company.

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6 Creative Strategies to Reduce or Eliminate Capital Gains Sales Tax on Equity Compensation

6 Creative Strategies to Reduce or Eliminate Capital Gains Sales Tax on Equity Compensation

Did you know you can legally postpone or avoid capital gains tax from selling your equity compensation? Here are six ways under the tax code, called tax expenditures, that you can leverage to avoid or defer your capital gains tax.

Stock Options and Divorce in Community Property States: Who Gets What?

Stock Options and Divorce in Community Property States: Who Gets What?

Many employees receive stock options from their employers as an incentive to encourage loyalty, reward past and future performance, or maximize the company's tax advantage. However, many issues can arise during asset division for employees going through a divorce.

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