If you have some type of equity compensation – stock options or restricted stock grants – then things can certainly feel overwhelming. So to help out, I’ve put together a guide (and yes, at MasterCFO, we provide services on these matters as well).

First of all, if you need some brushing up on the basics, you can check out the following:

What Are Stocks?
Quick Primer on the Income Tax
What Is An IPO?

Next, you need to know the type of equity compensation you have. Generally, the two main types include restricted stock and stock options. First, let’s take a look at restricted stock:

What Is Restricted Stock?

And finally, here’s a look at stock options:

What Are Stock Options?
What Is An Incentive Stock Option (ISO)?
What Is a Nonqualified Stock Option?

 

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