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
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 Employees? What to Do When Your Company Goes Public.
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
How Are Stock Options Taxed?
How are stock options taxed? If you have stock options or equity-based compensation as a large part of your income, the tax treatment of your stock
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 and biotech. Before giving notice, understand what could happen to stock options or other forms
How Do Stock Options Work?
Stock options or awards can be quite complex. But it’s important to understand how stock options work, especially if it’s a big part of your
What Happens to Stock Options After a Company Goes Public?
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
Incentive Stock Options vs Non-Qualified Stock Options
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