Key Points Introduction When it comes to equity compensation, there are a lot of important key facts you need to know in order to make sure you are getting the most out of your benefits. Here are 5 important things you should keep in mind: What is equity compensation? If you’re like most people, the […]
equity compensation
How To Invest in Stocks
How To Invest in Stocks
Key Points Introduction So, you want to start investing in stocks? Great! This is a fantastic way to secure your financial future and build your wealth. But where do you start? There are a lot of different ways to approach stock investing, and it can be difficult to know which method is right for you. […]
Top 3 things to know before a Cashless Exercise of Incentive Stock Options
Top 3 things to know before a Cashless Exercise of Incentive Stock Options
Key Points Introduction If you’re like most people, you probably don’t know a lot about exercising your incentive stock options (ISOs). Here are three things you need to know before you do a cashless exercise of your ISOs. What are Incentive Stock Options (ISOs)? Incentive stock options (ISOs) are a type of employee stock option […]
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
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 […]
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 […]