Stock Smarts

Tax Strategies for Stock Options and Restricted Stock Grants

If your employer granted you stock options or restricted stock units, when you choose to exercise your options or sell your shares can have a significant impact on your personal tax liability.

In this guide, we explain how personal taxes—ordinary income tax, capital gains tax, alternative minimum tax, and others—affect your options and outline a number of strategies for mitigating the tax impact.

Download the Guide