Confessions of a Financial Planning Junkie
If you own company stock and/or employer stock options, it’s very possible that you have experienced market volatility and have seen firsthand how a quick change in the stock price can materially impact the value of your stock options. A rising stock price can quickly change the value of your stock …
[Read more...] about How to Deal When Volatility Strikes Your Company Stock Options
Restricted stock units are a great way for companies to add incentive to employee compensation packages. If you are receiving restricted stock from your employer, understanding the various unfamiliar terms and tax consequences are important to maximizing their value. All too often, employees …
[Read more...] about Restricted Stock Units and the Terminology You Should Know
A great deal has been written about the risks of a concentrated equity position, a situation that may occur for owners of employee stock options. Generally, the consensus supports the theory that the downside risk of owning too much of one company’s stock is simply too much for any one person to …
[Read more...] about Financial Planning for Employee Stock Options
An employee stock purchase plan (ESPP) is a plan that provides employees with a convenient way to purchase company stock. Often offered via payroll deduction, an ESPP may offer a discount of up to 15% on the company stock, allowing an employee to purchase shares at a cheaper price than what they …
[Read more...] about How a Qualifying Disposition Impacts Your ESPP
The alternative minimum tax is a supplemental tax that may be due, in addition to regular income tax, for calendar years during which a taxpayer has a special circumstance that causes the tax to be due. The exercise of incentive stock options is one of these special circumstances that often leads to …
[Read more...] about Incentive Stock Options and The Alternative Minimum Tax
