Equity instruments require a company to issue equity shares to employees in a share-based payment arrangement. Common types of equity instruments include equity shares, share-settled stock units (also ...

If the shares are forfeited after an 83(b) election, the taxes may not be recovered. Other than the possibility of an 83(b) election, the tax event cannot be timed.

Later sell at $70/share = $20/share taxed as capital gains. Takeaway: With NSOs, understanding the tax hit at exercise is critical for making smart decisions about how many options to exercise and ...

Suppose you vest $10,000 worth of shares this quarter. ... While this article won’t be enough to understand the intricacies of the different types of equity compensation or to build a complete ...

If your company grants you a stock award or you're considering a job that includes equity compensation, make sure you understand the risks and benefits. Questions Employees Should Ask About Stock ...

In this example, the value of the preferred stock is $75 per share. If the stock is trading below this value, say at $72, it could present an attractive buying opportunity as it offers a return ...

Cash-settled equity awards are often referred to as “phantom equity” or “phantom stock” because, although their value is based on the value of shares of stock or other equity interests ...