Key Points Introduction Tax returns get complicated when you’re paid in numerous different ways, such as from stock options, restricted stock, or an employee stock purchase plan (ESPP). For example, special reporting issues arise with restricted stock and restricted stock units (RSUs) that confuse even experienced accountants and financial advisors. Mistakes can be costly and can increase your risk […]
Employer Equity Compensation
Valuable Stock Options Exercise Strategies To Consider
Valuable Stock Options Exercise Strategies To Consider
For Employee Stock Options… Be Patient or Lose Key Points Introduction Taoism tells us that mindfully strategic inaction, expressed in the concept of wu wei (which literally means “doing nothing” in Chinese), is often the most effective approach to the challenges of living. This concept always applies and is important to remember with employee stock options. Waiting as […]
ISOs Vs. NSOs: What’s The Difference?
ISOs Vs. NSOs: What’s The Difference?
By Blaine Thiederman MBA, CFP Date: 08/18/2022 Disclosure: Before reading this, don’t see this as anything more than financial education. This is not a recommendation of any strategy and before you take action on your ISOs, consult a tax professional or a financial planner that is your financial planner. We are not your financial planner […]
A Comprehensive Explanation of Incentive Stock Options (ISOs) and How To Get More Out Of Them
A Comprehensive Explanation of Incentive Stock Options (ISOs) and How To Get More Out Of Them
Key Points 03/13/2023 By Blaine Thiederman MBA, CFP Founder and Principal Financial Advisor, Progress Wealth Management Introduction Stock options are a common form of equity compensation offered by many companies, particularly in the tech industry. Incentive stock options (ISOs) are one type of stock option offered by companies as a part of their compensation package. […]
What is Equity-Based Compensation?
What is Equity-Based Compensation?
Key Points Before reading this article, keep in mind that no two financial plans are the same and what you do with your ISOs, ESPP, RSUs (etc) may be completely different than what someone else should do. Also remember that this article is explicitly education and not a recommendation of what you should do. Before […]