Incentive Stock Options and Executive Compensation
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?
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 is no easy way around it, employee stock options are complicated. And depending on the type of stock options you have, how many you have, other types of employee stock options you own -- along with all your other specific financial planning needs -- understanding what to do with your …
[Read more...] about 5 Basics I Wish Everyone Knew About Employee Stock Options
When you exercise and hold incentive stock options, it’s very possible that you will be subject to the alternative minimum tax (AMT). This part of the tax code gets complex, making it difficult to understand. One way to think of the AMT is a pre-payment of income tax on exercised incentive stock …
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 7 Steps To Handle Employee Stock Options During Market Volatility
