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Employment Status Changes, Part II
Last week, I covered the basic rules that apply for tax purposes when options are...Read More
Taxation When Employment Status Has Changed
For today's blog entry, I discuss how stock plan transactions are taxed when they occur after the award holder has changed employment status (either from employee to non-employee or vice versa)....Read More
Best Practices for Beneficiary Designations
Beneficiary designations are a surprisingly hot topic these days, with many experts now suggesting that they are not a good idea for stock compensation arrangements. We've looked at this i...Read More
Life Happens: Are You Ready?
We all know that life happens, and not in the way we always have planned. When it comes to stock compensation, things don't always transpire like they are supposed to either. That's why our stoc...Read More
Did Steve Jobs have a Beneficiary?
I was saddened to learn of the death of Apple Inc. co-founder and chairman, Steve Jobs, last week. Whether or not you are a user of Apple products, surely you can appreciate the contribution Mr....Read More