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.
Updated for 2022. Develop a tax planning strategy before exercising your ISOs. Commonly referred to as equity-based compensation, the term stock options can mean an
What happens to stock when a company is bought out or acquired? If you have stock options, RSUs, or another type of equity compensation, you’ll