Employee Stock Purchase Plans (ESPPS)
Benefit from your own employer’s growth and profitability over time.
Incentive Stock Options (ISOs)
ISOs are typically offered to high-valued employees and upper management to retain their employment for the long-term.
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.
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.
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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If you received your bonus in cash today, how much of it would you invest back into your company's stock?
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Tax season has a way of bringing unexpected clarity, especially when equity compensation is involved. But here's what matters: tax season is the beginning of smarter planning for the rest of the year.