How Non-Qualified Stock Options Are Taxed
Updated for 2024-2025. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and
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.
Updated for 2024-2025. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and