Daniel Zajac, CFP®

Incentive Stock Options and Executive Compensation

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4 Taxes to Plan for When You Sell Your Incentive Stock Options

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If you try and look up information to learn more about your incentive stock options, most of what you’ll find addresses what happens when you exercise your options -- but doesn’t go much farther than that. You may already know that when you exercise your incentive stock options, or ISOs, the value of the bargain element impacts whether or not you will pay alternative minimum tax (or AMT). But what you may not know is how much AMT you will need to pay, how to strategize for this, and when the tax will be due. This uncertainty may lead you …

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How and When Are Incentive Stock Options Taxable?

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Incentive stock options are a form of employee compensation that allow you to participate in the appreciating value of a company stock price. Much like their non-qualified stock option cousins, incentive stock options, or ISOs, allow for the purchase of a stock at a predetermined share price. If the current share price of the stock is above the price at which you can buy the share, you have “in the money” shares. But if the current market price of the stock is below the price at which you can buy the shares, you simply do nothing and let …

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4 Questions to Ask If You Have Employee Stock Grants

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Some companies offer employee stock grants as part of a compensation package to help attract, retain, and reward key employees. Both the business and the employee share the hope that the stock price of the company will increase over time, which in turn can increase the success of the business and increase the wealth of the employee. The idea is this mutual benefit can translate into a joint desire to work hard and grow the company. As an employee on the receiving end of stock grants, it’s important to take personal responsibility to …

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