How Do Stock Options Work? A Guide for Employees with Stock Options
A Guide to Incentive and Non-Qualified Stock Options
How do stock options work? Employee stock options can have a lot of upside, but without proper planning, the tax and financial consequences can be severe. Download this guide for tips and strategies on how to maximize the benefits of your stock options and manage the risks that equity compensation can bring investors.
The Incentive Stock Option and Non-Qualified Stock Option Guide will cover:
- How stock options work
- Stock option terminology
- The taxation of ISOs and NSOs
- When should you exercise? What about an early exercise?
- Considerations before a sale
- Common stock option and tax mistakes
- Planning for an IPO
- What can happen during a merger or acquisition
- What happens to stock options if you leave your job?
- Public and private company considerations
Download Stock Options Guide
The guide will be sent to the email address you provide.
Nationally Recognized Wealth Advisor in Stock Compensation
Selection of media appearances by Kristin McKenna CFP®, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation.
Publications above reflect media organizations that have quoted and/or published articles authored by Kristin McKenna and should not be misconstrued as a current or past endorsement of Kristin McKenna, Darrow Wealth Management, or any of its advisors. Please refer to the media page for more information and links to published works.