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
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 employees? And what should you do when your company is about to go public? For early-stage employees and executives with
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.
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
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
It’s common for employees to move around, especially in tech and biotech. Before giving notice, understand what could happen to stock options or other forms
Whether you work for a company that is pre-IPO or has recently gone public, you may wonder what that means for your stock options or
What’s the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a