Category

ISOs

DiversificationEmployee benefitsInvestingInvesting During a CrisisISOsManaging RiskNQSOsRestricted Stock AwardsRSUsSARsStock options

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 much company stock. Some C-level executives are required to hold a certain amount, but many employees voluntarily double-down by either holding vested stock or buying…
March 24, 2020
InfographicsISOsStock options

How Incentive Stock Options are Taxed

INFOGRAPHIC: How incentive stock options are taxed If you have incentive stock options (ISOs) it is important to understand how your equity compensation will be taxed. Holding ISOs through the end of the calendar year in which you exercised the options can often trigger the alternative minimum tax (AMT). Further,…
September 28, 2016