Leading online resource on stock comp, from basics to taxes to financial planning. We make complex stock comp topics easy to understand (maybe even fun).
Boston area, Massachusetts
Joined March 2010
- Tweets2.8K
- Following66
- Followers1.4K
- Likes6.7K
myStockOptions.com retweeted
I'm excited to continue my work with the @Investopedia Advisor Council and contribute to their efforts to make financial education more accessible for all!
#CFPPro #FinancialEducation #FinancialLiteracy
The Investopedia Advisor Council is a select group of independent financial advisors in the U.S. who contribute to our editorial initiatives, share their expertise, and help support our mission to make financial education more accessible for all. investopedia.com/advisor-cou…
myStockOptions.com retweeted
Thrilled to be talking presidential money with my friends @StockCompGuru next week. Come join us!!!
AUTHOR TALK: On Oct. 30, ahead of Election Day, learn how US presidents handled their stock investments. @megan_e_gorman will give a lively one-hour webinar based on portions of her bestselling new book about presidential personal finance. Register below! bigmarker.com/mystockoptions…
myStockOptions.com retweeted
What happens to my stock in an acquisition? What M&A means for employees with equity compensation. darrowwealthmanagement.com/b…
myStockOptions.com retweeted
Here's the latest from @StockCompGuru and @Forbes on equity compensation planning strategies. H/T to Bruce for mentioning the 22% statutory withholding rate for supplemental wage payments - and the fact that employees can request a higher rate/additional withholding. I've seen many folks caught in this trap where they end up with an unexpected and whopping federal tax balance due. #Taxpros, tell your clients to ask their employers about having additional federal tax withheld on this taxable compensation. forbes.com/sites/brucebrumbe…
myStockOptions.com retweeted
Delighted to be featured in @Forbes discussing equity compensation negotiation! Thanks Bruce Brumberg @stockcompguru ow.ly/eWxW50RmonO
#CareerAdvice #EquityCompensation #NegotiationTips #CareerAdvice
myStockOptions.com retweeted
thank you @stockcompguru! we were so lucky to have you and Scott in class.
myStockOptions.com retweeted
Preventing in-the-money options from expiring unexercised is a win-win for employees and employers >> bit.ly/3PH178k
myStockOptions.com retweeted
ICYMI: A Guide To Stock Comp Abbreviations | @Forbes @StockCompGuru #StockComp #Abbreviation #Guide #Stocks #Forbes dlvr.it/SpW2Fz
myStockOptions.com retweeted
Excited!
Come join the party
🍿📺 myStockOptions Webinars return tomorrow (2/15) in a lively master class on tax returns involving equity comp and stock sales, with expert panelists Stephanie Bucko, Dan Hodgin, and @daniel_zajac. CE credits! Register at the link! #TaxTwitter #fintwit bigmarker.com/mystockoptions…
myStockOptions.com retweeted
Excited to speak at the @StockCompGuru webinar on stock option planning strategies for private company employees before an IPO or M&A. bigmarker.com/mystockoptions…
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New associate just asked me to check if she filled out her W-4 correctly. I told her that no one knows how to fill those out correctly.
myStockOptions.com retweeted
Why I advocate the use of Monte Carlo analysis. "I'd rather be vaguely right than precisely wrong." - Keynes
myStockOptions.com retweeted
"To get paid for what you love, you must inspire, educate, or entertain -- preferably at least two of the three." -@chrisguillebeau
myStockOptions.com retweeted
I find @StockCompGuru a great resource and subscribe to their service.
myStockOptions.com retweeted
Inspired by @daniel_zajac's tweet re: referring back to past content, I made visuals to explain how ISOs are taxed
Feedback welcome from the equity comp crew. Anything missing?
@StockCompGuru
@MegBartelt
@AaronAgteCFP
@danikaw
@samuelsdeane
@T_Gatzemeier
Next up, ESPP 😬
myStockOptions.com retweeted
@rkroeger13 has a great blog/article on the basics. I’d also follow @StockCompGuru and check out that website; tons of info!
myStockOptions.com retweeted
Why you need to invest in an experienced tax advisor/CPA when your divorce involves restricted stock, restricted stock units, stock options or employee stock purchase plan shares. lnkd.in/gyksj2f8 lnkd.in/gAw7A7tA
myStockOptions.com retweeted
yes - @StockCompGuru is a go-to for so many looking to learn more about equity comp
myStockOptions.com retweeted
Equity compensation is getting more complicated at some of the country's largest companies. If you are married to someone who receives equity compensation, make sure your divorce team includes a certified divorce financial analyst…lnkd.in/g7tDbv8N lnkd.in/gHr3r4uZ