Incentive Stock Options and Executive Compensation
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 …
[Read more...] about 4 Taxes to Plan for When You Sell Your Incentive Stock Options
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 …
[Read more...] about How and When Are Incentive Stock Options Taxable?
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 …
[Read more...] about 4 Questions to Ask If You Have Employee Stock Grants
Finding the best time and best strategy to exercise incentive stock options is difficult. Competing considerations on income tax, investment planning, and financial planning make it difficult to address the best time to exercise incentive stock options (ISOs) with a blanket answer. Some …
There are many reasons to exercise your employee stock options: a pending retirement that might require re-allocating assets; an approaching expiration date that warrants a “use it or lose it decision; a strategic exercise plan that integrates tax and financial planning. Coming up with “why” you …
[Read more...] about What You Should Know About Cash Exercises of Employee Stock Options
