NEW! The "One Big Beautiful Bill" Act (OBBBA) made permanent many prior tax provisions but also brought a few surprises. In this article, we present expert insights from advisors on ways the OBBBA will affect your planning for equity comp and holdings of company shares.

NEW! Restricted stock units (RSUs) are not as simple as they look. You need a plan for the taxes and the shares before the stock is delivered to you at vesting. In this article, three elite financial advisors reveal the strategies and topics they review with clients.

NEW! In this article, expert advisors share the tax-efficient moves they recommend for donations and estate planning with wealth acquired from equity comp and company shares.

Video included! Tax-return reporting that involves stock options, restricted stock units, ESPPs, and/or sales of company shares is difficult. Be prepared with the handy "cheat sheet" in this article.

Employee stock options are complex. It's easy to make costly mistakes. But with the right moves, options can create significant wealth. In this article, three stock option gurus present wisdom for your contemplation.

Stock comp is complex: make no mistake about it. That's easier said than done, however. It's all too easy to make costly mistakes with stock options or restricted stock/RSUs and the related taxes. In this article, experts in stock comp financial planning explain five blunders and how to avoid them.

Video included! Employee stock purchase plans (ESPPs) are a great deal. In fact, your ESPP may be one of the best benefits your company offers. Understand the key dates and terms you must know to make the most of your company's ESPP.

Laid off? Worried about layoffs? Remember any vested stock options or RSUs you have. You earned them, and it would be a shame to miss out on some extra income as you go. In this article, advisors explain ways to protect your equity comp in job loss.