How Are Stock Options Taxed?
Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. There
Category: ISOs
Incentive stock options (ISOs) are a type of stock option. If holding periods are met, incentive stock options qualify for favorable long-term capital gains tax treatment. But there are risks. Learn more about financial and tax planning considerations for ISOs, such as exercising options, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds. The blog also discusses liquidity events such as IPOs, mergers, or acquisitions and what happens to stock if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth.
What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public
Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and
83(b) Election: Tax Strategies for Unvested Company Stock
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re
Incentive Stock Options: Navigating AMT and AMT Credits
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
6 Tax Strategies for Incentive Stock Options and AMT
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to
What Does it Mean to Early Exercise Stock Options?
If you work for a private company or startup, you may be able to exercise your stock options early. With an early exercise, employees buy
What Happens To Stock Options If You Are Laid Off?
Losing your job is stressful. If you’ve been laid off, you may be wondering what will happen to your stock options or restricted stock units.
Don’t Get Taken Down When Your Employer’s Stock Sinks
What can happen if you own too much of your company’s stock? The coronavirus outbreak is yet another example of the dangers of having too
Should You Sell Stock Options After The IPO Lockup Period?
What’s your post-IPO stock liquidation strategy? Working for a company as it goes public can be a very exciting and rewarding experience. If you have
What Happens to Stock Options if I Leave the Company?
It’s common for employees to move around, especially in tech. Before giving notice, understand what could happen to stock options, RSUs, or other shares if