Expands Its Innovative Multimedia Offerings With New Videos, Podcasts, And Interactive Quizzes

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Companies need new ways to deliver stock plan education for employees who want more than traditional written content. can help with its innovative multimedia offerings: videos, podcasts, and interactive quizzes on all aspects of equity compensation.

Companies are always seeking new ways to deliver stock plan education for employees who want more than traditional written content. can help with its innovative videos, podcasts, and interactive quizzes on all aspects of equity compensation. Recently expanded by the editorial team, these multimedia offerings perfectly complement the articles, FAQs, tax guides, glossary, and other written resources that form the core of the website's award-winning content alongside its dynamic tools and calculators.

Engaging New Videos

Several lively videos at serve as helpful gateways into its detailed educational materials on equity compensation. The website's earliest videos include the popular animated presentation on tax-return reporting for stock sales and a concise guide to the basics of restricted stock and RSUs. Recently, the editorial team has recorded and added three more professionally produced videos:

"Restricted Stock & RSUs (Part 1): Key Aspects To Know" presents the fundamentals of restricted stock and RSUs to help stock plan participants make the most of these grants. The coverage includes key concepts, such as vesting schedules and understanding a grant's value.

"Restricted Stock & RSUs (Part 2): Taxes And Related Key Decisions" explains the basic tax treatment of restricted stock and RSUs, including the tax rates, the timing of taxation, and withholding, and outlines the key tax decisions that plan participants must make.

"Employee Stock Purchase Plans (ESPPs): Core Concepts & Benefits" elucidates both the fundamentals of employee stock purchase plans and the benefits that ESPPs can provide. Using animated examples, the video covers key ESPP concepts, including the offering period, the purchase date, lookbacks, and discounts.

These and other videos can be viewed at or at its YouTube channel. The editorial team welcomes comments on the videos, which will soon be joined by others. As with all of the educational content and tools at, the videos can be licensed and customized by companies.

Podcasts With Expert Commentaries From Contributing Authors offers podcasts on many topics in equity compensation. Adding to its audio recordings on the basics of equity comp, has begun a series of podcast interviews with some of its expert contributing authors on a variety of subjects, including key concepts in financial planning.

"Why Restricted Stock And RSUs Are A Good Deal"
Compensation expert Richard Friedman explains what makes restricted stock and restricted stock units valuable forms of equity compensation. This audio recording is a companion to Mr. Friedman's article on this topic in the Restricted Stock section of, where he also has articles on financial and tax planning for restricted stock and RSUs.

"Your Company Stock: The Importance Of Diversification"
In a lively interview, CFP Laura Tanner shares her wisdom on investment diversification for employees with holdings of company stock. This audio recording is a companion to Ms. Tanner's article on diversification at

"Financial Planning For Stock Compensation"
CFP Alan Ungar gives guidance on choosing the optimal time to exercise stock options and expresses his point of view on what employees should do with shares acquired from restricted stock/RSU vesting. This audio recording is a companion to Mr. Ungar's article series on option exercise strategies at

"A Holistic Approach To Equity Compensation, And Special Dilemmas Faced By Executives"
CFP Geoffrey Zimmerman explains why it is important to view equity awards in the big picture of the employee's life, including circumstances, values, activities, and goals, before he or she makes any financial-planning decisions with grants. He also comments on the special planning dilemmas faced by senior executives with stock compensation. This audio recording is a companion to Mr. Zimmerman's articles on the holistic approach to stock comp and special issues for executives in the Financial Planning section of

"How To Maximize The Value Of Stock Compensation While Minimizing Risk"
Stock compensation may be an employee's most valuable investment. Financial advisor William Baldwin explains his approaches to minimizing risk while trying to optimize the value of equity awards. This audio recording is a companion to Mr. Baldwin's articles on his least-regret analysis for equity compensation, getting the most from stock options, and a financial advisor's view of stock plans.

"College Funding With Stock Compensation"
In this interview, college-funding advisor Troy Onink explains strategies for the use of stock options, restricted stock/RSUs, and other equity awards to pay for the ever-increasing costs of higher education. This audio recording is a companion to Mr. Onink's article series in the College Funding section of

Other podcasts cover hedging strategies for stock options and company stock, and the special concerns of equity awards at pre-IPO companies. The podcasts posted so far are just the start of a long-running series of author interviews that the editorial team of plans to publish in the coming months and years.

Interactive Quizzes Make Stock Plan Education Fun now has 12 fun, interactive quizzes on the diverse topics of equity compensation, including restricted stock and restricted stock units, employee stock purchase plans, the rules against insider trading, financial planning, and the impacts of job and life events on equity awards. The two most recent additions test what users know about the special equity compensation issues of corporate mergers and acquisitions and at pre-IPO companies.

All 12 of these short interactive quizzes are available free (companies can license and customize them for their stock plan participants) and can be reached by links from the home page of Each quiz also appears on the landing page the relevant content section. The answer key of each quiz has links to relevant articles and/or FAQs, making the quizzes not just gateways to the website's award-winning content but also helpful learning tools in themselves.

These short quizzes at are separate from the Learning Center, which has in-depth courses and exams offering continuing education credits for Certified Equity Professionals (CEPs) and Certified Financial Planners (CFP).

Corporate Licensing Available

All of the content on is ideally suited for licensing by companies and stock plan providers for their stock plan participants. A customized version of the website's award-winning content can be seamlessly woven into companies' HR, benefits, and/or compensation portals. Accessible through any internet browser, 24 hours a day, 7 days a week, licensed content from lets stock plan participants answer their own questions about their stock grants whenever they need to learn more—saving time for the stock plan staff and costs for the company. For more information, visit or call 617-734-1979.


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, and dynamic patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World has ranked among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN/fn, National Public Radio, PBS,, and has a related site on nonqualified deferred compensation at The staff also created the successful insider trading prevention video series Think Twice, available at

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