Does all the stock option content on this website also apply to stock appreciation rights (SARs)?
Much of the stock option content is relevant to SARs. All the key stock option features apply to SARs, except fewer choices of exercise method. The big difference between options and SARs is that you do not need to pay an exercise price with SARs, as explained in the articles and FAQs of the SARs content section. Similarly, this website’s content on non-tax topics for stock options, such as grants, vesting, life events, and financial planning, also apply to SARs. The tax rules and tax treatment at exercise and sale are identical to those of NQSOs, so also review that content section for additional details. As with stock options, you should know your company’s specific rules and procedures, such as those for post-termination exercises should you lose your job.
Related Questions
- Is shareholder approval required to add stock-settled Stock Appreciation Rights ("SARs") to a plan that provides only for stock options?
- What are the biggest mistakes related to stock appreciation rights (SARs) that I can make on my tax return, and how can I avoid them?
- How are stock options, stock appreciation rights (SARS) and deferred compensation valued under IRC 409A or FASB 123R?
