Daniel Nathan and Brian Neil Hoffman of Morrison & Foerster write: Stock option exercises may create additional risks of violating the securities laws depending upon how they are exercised. Through ...

Tax-return errors with stock comp are painful, from accidentally taxing yourself twice to underreporting and getting a scary ...

Historically, options contracts have been a niche market occupied by professional investors. All that changed in recent years ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. The 2025 tax law continues many provisions of the 2018 tax law that ...

With equity markets near all-time highs and the IPO market starting to thaw, many executives are wrestling with a tough question: When to exercise their stock options?

Stock options issued by US-based startups typically allow the optionee to exercise the option within three months (or shorter) after a termination of employment not involving death or disability.

RSUs and stock options differ significantly in how they’re granted and taxed, as well as the level of risk to investors. Many, or all, of the products featured on this page are from our advertising ...

How your employee stock options are taxed depends on the option type. Some defer taxes until you sell; others are taxable sooner. Many, or all, of the products featured on this page are from our ...

Employee stock options provide a unique opportunity for employees to share in their company’s success. However, understanding the tax implications is crucial to maximizing their benefits. With ongoing ...