Want to pay less in taxes from the sale of your incentive stock options? While you can’t completely avoid taxes on a profit when you exercise and sell shares from ISOs, you can potentially earn the right to pay at long-term capital gains tax rates — which are lower than […]
qualifying disposition
How and When Are Incentive Stock Options Taxable?
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 […]
How a Qualifying Disposition Impacts Your ESPP
An employee stock purchase plan (ESPP) provides you with a convenient way to purchase company stock. Often offered via payroll deduction, you can easily allocate money to the ESPP via your paycheck (similar to a how you contribute to a 401(k)). In addition, your ESPP may offer a purchase discount […]
