Restricted Stock

What you need to know about restricted stock awards and taxes

(LTCG) Net Long-Term Capital Gain, (NIIT) Net Investment Income Tax, Capital Gains, Federal Income Tax, Highly Compensated Employees, Restricted Stock / Douglas Freeman

Restricted stock awards are a popular way for companies to offer equity-oriented executive compensation. Some businesses offer them instead of stock option awards. The reason: Options can lose most or all of their value if the price of the underlying stock takes a dive. But with restricted stock, if the stock price goes down, your […]

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Saving tax on restricted stock awards with the Sec. 83(b) election

Compensation and Benefits, Employee Benefits, Income Tax, Individual Income Tax, Investment, Restricted Stock, Sec. 83(B), Stock Based Compensation, Tax, Tax Cuts and Job Acts (TCJA), Tax Planning / Douglas Freeman

Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex — subject to ordinary-income, capital gains, employment and other taxes. But if you receive restricted stock awards, you might have a tax-saving opportunity in the form of the Section

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