Employee stock purchase plans (ESPP) are a convenient way to purchase company stock. In an ESPP’s simplest form, employees contribute money directly from their paychecks into an employer-offered plan. At set intervals established by the company, money contributed is used to purchase shares of stock. Those shares are then deposited […]
How Your Income May Impact the Sensitivity to AMT – and What That Means for Incentive Stock Options
If you have incentive stock options, you’ve likely heard of the alternative minimum tax. This tax, or AMT, is what you may pay in years that you exercise and hold incentive stock options. The greater the spread between the exercise price of your ISOs and the fair market value of […]
Have Equity Compensation? Here Are 8 Steps To Take in the New Year
A new year can be an opportune time to review your equity compensation package. Not only does this give you a clean slate to work with, it affords you the most time to plan and implement your strategy for the fresh calendar year ahead. When it comes to annual planning […]
How to Determine the Right Time to Sell RSUs (and Why Selling Immediately Might Make Sense)
Restricted stock units are often offered as part of a compensation package to attract and retain key employees. They are restricted in that certain requirements must be met before the employee can obtain full ownership rights to the value of the units. Receiving your RSUs is usually contingent on staying […]
How to Use AMT Balancing to Manage Incentive Stock Option Cash Flow
If you have employee stock options, you need to determine what kind you have: incentive stock options (ISO) or non-qualified stock options (NQSO). The differences go far beyond their names. ISOs may provide tax advantages for you, assuming you meet certain requirements. For this reason, many people prefer incentive stock […]
New Resources on Equity Compensation, Blog Updates, and More
I’m passionate about using my experience to help people like you understand what to do with employee stock options, RSUs, and other forms of equity compensation. I spend a lot of time developing resources to educate on this topic because I believe it’s important that you know how to best […]
