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138 Matching News Items

1.  Up in the Air: How Boeing's 737 Max Problem Teaches Key Points About Preventing Insider Trading
myStockOptions.com Link to more items from this source
Jan. 18, 2024
"Would it be illegal insider trading to trade Boeing securities (which includes buying puts or calls) while you’re on a damaged Boeing airliner before the news has been reported and thus made public? ... There are two very different outcomes of this hypothetical situation. They depend on your relationship with Boeing. "
2.  How Markets and Economic Uncertainty Impact Year-End Planning 2023 for Stock Options, RSUs, and ESPPs
myStockOptions.com Link to more items from this source
Dec. 20, 2023
"Approaches ... for down or volatile stock prices include harvesting capital gains and tax losses.... [O]ther strategies involve converting pre-tax IRAs to Roth IRAs.... [W]hen stock prices are down 'there may be opportunities such as exercising more incentive stock options (ISOs) without triggering the AMT.' ... Multi-year planning is key ... to consider whether to exercise stock options this year or next, and to know what RSUs are vesting or performance share grants may pay out."
3.  2023 Year-End Planning for Stock Compensation and NQDC
myStockOptions.com Link to more items from this source
Dec. 10, 2023
"[This checklist] summarizes what you need for comprehensive year-end and year-start planning with stock compensation and company stock holdings."
4.  Year-End 2023: Financial and Tax Planning for Equity Comp and Company Shares
myStockOptions.com Link to more items from this source
Oct. 20, 2023
"Year-end is a key time for financial and tax planning with stock options, restricted stock and RSUs, employee stock purchase plans, and the acquired company shares.... [These resources] can help you identify areas in your equity comp picture where you can take meaningful action before the end of 2023."
5.  Instacart IPO: Long-Awaited Liquidity for Employee RSUs and Stock Options
myStockOptions.com Link to more items from this source
Sept. 26, 2023
"As with many later-stage startup companies, Instacart's initial public offering (IPO) is as much about its human capital as its financial capital. Grants of restricted stock units (RSUs) and stock options are important forms of compensation for Instacart employees -- but to cash in, they needed a liquidity event for the company's stock."
6.  Stock Options in Private Companies: Deciding Whether and When to Exercise
myStockOptions.com Link to more items from this source
Aug. 15, 2023
"[1] Don't risk money you can't afford to lose.... [2] Remember you may owe taxes.... [3] Methods to help you avoid a liquidity crunch.... [4] Consider exercising right before the company's ipo.... [5] Planning depends on your own personal circumstances."
7.  How to Avoid Insider Trading: Cautionary Tales for Employees from the Pandemic
myStockOptions.com Link to more items from this source
July 26, 2023
"A recent SEC complaint and federal criminal indictment present a classic lesson in what not to do when you know [material non-public information (MNPI)] about a company.... Anyone who learns MNPI about a company is in a position to be accused of insider trading if they buy or sell that company's stock before the information is made public. That applies even to MNPI acquired via the most personal relationships ... Working remotely at home greatly increases the risk of insider tipping that can lead to insider trading."
8.  From AMT to VCD: A Guide to the Many Abbreviations of Stock Compensation
myStockOptions.com Link to more items from this source
May 31, 2023
"Stock options, restricted stock units, and employee stock purchase plans come with a confusing jumble of acronyms, initialisms, and jargon. Learning these abbreviations is a good way to become familiar with some of the key features and details of stock compensation -- and given how long and cumbersome some of the underlying terms are, you'll soon learn to appreciate their brevity."
9.  Financial Literacy With Stock Options, RSUs, And ESPPs
myStockOptions.com Link to more items from this source
May 1, 2023
"[1] Set goals.... [2] Know what type of equity award(s) you have.... [3] Understand the core tax treatment.... [4] Identify the vesting schedule of stock options, restricted stock, and RSUs.... [5] Learn how your ESPP works.... [6] Study what will happen if you lose your job.... [7] Keep a stock comp checklist."
10.  Job Loss: How to Protect Your Stock Options and RSUs
myStockOptions.com Link to more items from this source
Apr. 3, 2023
"[1] Keep all documents related to equity comp and employment ... [2] Understand your post-termination rules ... [3] Understand the tax impact."
11.  Tax Returns and Nonqualified Deferred Comp: Issues to Be Aware Of
myStockOptions.com Link to more items from this source
Mar. 20, 2023
"Distributions from NQDC plans, as well as salary income, are now reported as part of income on Line 1a of Form 1040.... The IRS has still not finalized the Section 409A rules on W-2 reporting. Therefore, your company does not need to indicate deferred income from an NQDC plan on your Form W-2, though it may do so voluntarily in Box 14.... If your plan violates Section 409A and you need to pay a penalty and interest, you report that on Schedule 2 of your IRS Form 1040 tax return"
12.  2023 Tax Planning: Numbers All Employees Should Know
myStockOptions.com Link to more items from this source
Jan. 31, 2023
"[A]ll employees should know [these numbers, which] relate to compensation from work: paycheck withholding, the potential need for estimated taxes, and your retirement savings. [1] The Social Security wage base ... [2] Your income-tax bracket and withholding ... [3] Your contribution limit for qualified retirement plans."
13.  SEC Adopts Key Changes to 10b5-1 Plans to Prevent Insider Trading
myStockOptions.com Link to more items from this source
Dec. 28, 2022
"For corporate officers, directors, and employees seeking to use 10b5-1 plans as an affirmative defense against insider-trading liability when they sell or buy company stock, these rule changes include: [1] A 'cooling off' (i.e. waiting) period.... [1] No overlapping 10b5-1 plans for open-market trades.... [3] A limit on single-trade plans to one per 12-month period."
14.  Year-End Planning Amid Down and Volatile Markets of 2022
myStockOptions.com Link to more items from this source
Dec. 13, 2022
"After a tumultuous year of stock-price volatility and declines, year-end financial and tax planning in 2022 may be trickier than usual for some people with equity comp and holdings of company shares.... Multi-year planning is especially valuable with stock comp, as you can control the timing of stock sales and option exercises, and you know when RSUs will vest. Getting this planning right is crucial, for example, if you are considering option exercises or stock sales at the end of 2022."
15.  2023 Qualified Plan Limits Affect Year-End NQDC Deferral Decisions
myStockOptions.com Link to more items from this source
Nov. 7, 2022
"[T]he IRS changes in limits from 2022 to 2023 are much larger than they have been in recent years. However, if you've already maxed out your qualified plan contributions for 2022, you will still probably do the same in 2023, so you will need NQDC plans to defer any salary and bonus increases you expect in 2023. Also, if you believe tax increases are on the way and will affect you, you may feel a growing need to defer income."
16.  How 10b5-1 Plans Can Help You Build Wealth and Avoid Insider Trading with Your Company Stock
myStockOptions.com Link to more items from this source
Oct. 3, 2022
"Executives and other key employees with equity compensation ... often cannot sell company shares because they possess ... material nonpublic information (MNPI), i.e. knowledge of confidential company info that will affect the stock price when made public.... A 10b5-1 plan is a prearranged stock-trading plan ... that provides an affirmative defense against charges of insider trading when you later sell or buy stock while you know MNPI about your company. Created when you do not know MNPI, the plan is set up in advance to make automatic, periodic sales and/or purchases of your company's stock."
17.  Stock Options and RSUs: Navigating Market Volatility
myStockOptions.com Link to more items from this source
July 25, 2022
"[1] Listen to your risk tolerance.... [2] Welcome new option grants, but have a layoff plan.... [3] Don't forget the big picture, but revisit your cash position.... [4] Try to be logical rather than emotional.... [5] Watch your estimated taxes; look ahead to future grants.... [6] Now is the time to seek professional financial advice."
18.  Concentrated Company Stock Positions: How Financial Planning Strategies Can Manage Risk
myStockOptions.com Link to more items from this source
June 7, 2022
"Concentration risk applies to all stocks ... Core strategies: Selling, gifting, or donating ... Short-term strategies: Hedging ... Long-term strategies: Exchange funds and protection funds ... Incentive Stock Options (ISOs) and special tax issues."
19.  Tax Returns: Mistakes to Avoid with Stock Options, RSUs, and Stock Sales
myStockOptions.com Link to more items from this source
Mar. 21, 2022
"[1] Not reporting stock sales on Form 8949/Schedule D ... [2] Not reporting your cost basis correctly ... [3] Double-counting income from Form W-2 ... [4] Forgetting about the share withholding for restricted stock/RSUs."
20.  Tax Season 2022: Key Guidance to Help Prevent Costly Mistakes
myStockOptions.com Link to more items from this source
Mar. 10, 2022
"The fully updated myStockOptions Tax Center provides expert yet easily readable guidance on the filing and reporting of tax returns that involve stock options, restricted stock, restricted stock units (RSUs), performance shares, stock appreciation rights, and employee stock purchase plans (ESPPs)."
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