Guide to Compensation in Stock and Options

Free online guide


Welcome to our free online guide to nonqualified options, incentive stock options, employee stock purchase plans and other forms of equity compensation. This page provides a topical index to our extensive online guidance.

Need a book? Our bestselling book Consider Your Options provides a plain language guide to getting the most from stock options, employee stock purchase plans, restricted stock awards and other forms of equity compensation. Our other book on this topic, Equity Compensation Strategies, is a reference and study guide for professionals who advise clients on how to handle stock options.


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Complete Guide to Refundable AMT Credit

We have the most complete guidance available on the new refundable credit for old unused minimum tax credit.

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Our books on equity compensation

We offer two books on this subject:


Free online guide

Here's a list of pages available in this free online guide.

Laying the Foundation

Stock Grants

Nonqualified Options

Incentive Stock Options

Employee Stock Purchase Plans