Should I Accept a Tender Offer For My Stock Options?
As a startup or private company employee, you may have the option to participate in a tender offer from your employer. Accepting a tender offer
Category: Stock options
Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation. Articles cover a range of topics about employer stock, 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.
83(b) Election for Stock Options and Restricted Stock
For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. When you purchase unvested
What Happens to Your Stock Options When You Quit or Leave the Company?
What happens to employee stock options or equity compensation if you leave the company? Before giving notice, understand how vested and unvested stock options and
What Is An Early Exercise of Stock Options?
If you work for a private startup, you may be able to exercise your stock options early. Early exercisable stock options means you can exercise
Exercising Stock Options
When’s the best time to exercise your stock options? With stock options, employees have the right (not obligation) to buy the shares. When you exercise
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
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
Qualified Small Business Stock: The Section 1202 Gain Exclusion
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
What Happens to Your Stock When a Company is Bought?
If your company (e.g. the target company) is getting acquired, you’ll want to understand what happens to your stock. When a company buys another company,
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.