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Videos uploaded by user “myStockOptions”
Employee Stock Purchase Plans (ESPPs): Taxes
 
04:25
To maximize the benefits from your employee stock purchase plan (ESPP) you need to understand five key tax rules explained in this video by the experts at http://www.myStockOptions.com. Using animated examples, this video covers key ESPP taxation concepts, including the special rules that apply based on how long you have held the shares.
Views: 22229 myStockOptions
Employee Stock Purchase Plans (ESPPs): Core Concepts & Benefits
 
03:35
Learn about the fundamentals and benefits of an employee stock purchase plan (ESPP) from the experts at http://www.myStockOptions.com. This video covers the key ESPP terms, including the offering period, purchase date, lookback, and discount. Using animation, it presents examples that highlight the benefits of an ESPP.
Views: 21409 myStockOptions
Employee Stock Options: Core Aspects To Know
 
04:13
Understand the fundamentals of employee stock options to make the most of these grants, with expert insights in this video from the editor-in-chief of http://www.myStockOptions.com. This video covers key concepts, such as vesting, exercise methods, option term, impact of job termination and other life events, and the wealth building potential of employee stock options.
Views: 8288 myStockOptions
Employee Stock Option Taxes: What You Need to Know
 
04:37
To make the most of stock options, you must understand their taxation. Learn the tax basics of nonqualified stock options (NQSOs) and incentive stock options (ISOs) in this video. If you have both NQSOs and ISOs, it’s important to know the different tax, withholding, and filing rules that apply, which this video explains. With this core understanding, you can maximize the value of each type of grant and avoid overpaying taxes. The video features clear and concise explanations of NQSO and ISO tax rules by the editor-in-chief of myStockOptions.com, along with animated examples.
Views: 2811 myStockOptions
Restricted Stock & RSUs: Taxes and Key Decisions
 
03:57
Learn from the editor-in-chief of myStockOptions.com (http://www.mystockoptions.com) the different taxes that apply at vesting, withholding rules, taxes at sale, and mistakes to avoid. Understanding the taxes is critical to maximizing the value of your restricted stock, restricted stock units (RSUs), and performance shares and avoiding IRS ire. Plus, the video covers the key decisions you need to make about restricted stock, including withholding methods and whether to hold or sell the stock at vesting. For information on licensing and/or customizing this video, contact [email protected] The Tax Cuts & Jobs Act, effective at the beginning of 2018, modifies the tax rates for federal withholding discussed in this video. They are now 22% for supplemental wage income, such as that from restricted stock & RSU vesting, and 37% for amounts over $1 million per year. An update version of this video without specific mention of rates appears at https://youtu.be/an_2-t5gBRU.
Views: 15963 myStockOptions
Employee Stock Purchase Plans (ESPPs): Key Rules & Decisions
 
02:54
Understand the key plan rules and decisions you need to make with an employee stock purchase plan (ESPP) with insights from the experts at http://www.myStockOptions.com. This video covers what it takes to participate and enroll in an ESPP, the enrollment process and deadlines, common features in ESPPs, plan rules to look into, and various personal financial decisions.
Views: 9326 myStockOptions
Tax Return Reporting of Company Stock Sales: How To Avoid Overpaying Taxes
 
08:06
The tax experts at http://www.myStockOptions.com discuss in plain-English the tax rules for reporting stock sales, highlighting pitfalls when the stock you sold came from equity compensation or an ESPP. The video covers what is your “cost basis” and why it is critical to understand or risk overpaying your taxes. It examines changes in IRS rules, how they restricted what brokers can put on the 1099-B for stock sales, and the adjustments you must make on your tax return. The program includes examples and annotated version of the key IRS Form to illustrate the correct way to report your taxes. The video ends with key takeaways to prevent overpaying taxes and attracting IRS attention.
Views: 11614 myStockOptions
Employee Stock Options: Taxes
 
03:00
Understand the tax fundamentals of employee stock options to make the most of these grants, with expert insights in this video from the editor-in-chief of http://www.myStockOptions.com. Featuring animated examples, this video covers how taxes are calculated for nonqualified stock options (NQSOs), what types of taxes apply to NQSOs, how withholding works, and capital gains taxes at sale.
Views: 4272 myStockOptions
Restricted Stock & RSUs: Key Aspects to Know
 
04:37
This engaging video covers restricted stock, restricted stock units (RSUs), and performance share fundamentals to help you make the most of these grants. Learn from the editor-in-chief of myStockOptions.com (http://www.myStockOptions.com) the core aspects of these grants. Part 1 in the series covers key concepts and questions, including what is restricted stock, vesting, and the grant's value. For information on licensing and/or customizing this video, contact [email protected]
Views: 17578 myStockOptions
Restricted Stock & RSU Core Concepts: Part 1
 
04:10
If there's a way to make learning about stock compensation engaging, myStockOptions.com (http://www.myStockOptions.com) will do it. Watch and hear this fast-paced, animated presentation on restricted stock, restricted stock units (RSUs), and performance share fundamentals to help you make the most of these grants. Part 1 in the series covers core concepts and questions, including what is restricted stock, key aspects of vesting, and what the grant's worth to you. For information on licensing and/or customizing this video, contact [email protected]
Views: 5815 myStockOptions
myStockOptions.com - New Tax Return Forms & Reporting Rules For Stock Sales
 
08:21
If there's a way to make learning about tax forms fun, myStockOptions.com (http://www.mystockoptions.com) will try it. Watch and hear this animated presentation on the expanded IRS Form 1099-B, the new IRS Form 8949, and the revised Schedule D. Learn now to prevent costly tax return mistakes later! See this in even better quality at http://www.mystockoptions.com/flash/newtaxforms.cfm
Views: 2826 myStockOptions
Incentive Stock Options (ISOs): Taxes
 
02:13
Understand the tax fundamentals of incentive stock options (ISOs) to make the most of these grants, explained in this video with the editor-in-chief of http://www.myStockOptions.com. Featuring animated examples, this video covers the alternative minimum tax (AMT), the special tax treatment for ISOs that can result in all long-term capital gains income and no ordinary income on your tax return, what’s needed to get it, what happens when the ISO shares are not held long enough to receive this beneficial tax result, and other key facts to know about ISOs.
Views: 2622 myStockOptions
Knowledge Center: Employee Stock Plan Education
 
03:36
Take a tour of the myStockOptions Knowledge Center that companies and stock plan providers license to improve their employee stock plan education & communications. The tour, narrated by the editor-in-chief, shows you selected parts of the Knowledge Center, including articles, FAQs, podcasts, videos, quizzes, the global tax guide, the Tax Center, the glossary, the intuitive navigation, and the search engine. For more information about it and the engaging, educational, and informative content in the myStockOptions Knowledge Center, contact [email protected]
Views: 104 myStockOptions