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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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Incentive Stock Options

Blog

Incentive Stock Options

Incentive Stock Options: How AMT and Tax Impact Your Option

Incentive Stock Options: How AMT and Tax Impact Your Option

April 16, 2023 by Blaine Thiederman

Key Points Introduction Incentive stock options (ISOs) are a type of equity compensation that companies may offer to their employees. These options grant employees the right to purchase company stock at a discounted price, known as the exercise price or grant price. ISOs can be a valuable component of an employee’s compensation package, but it […]

Filed Under: Financial Planning, Tax Planning Tagged With: alternative minimum tax, AMT, arvada colorado, denver colorado, disqualifying dispositions, equity compensation, Financial Planning, Incentive Stock Options, ISOs, long-term capital gains, professional tax advice, progress wealth management, tax benefits, tax implications, tax liability

ISO Credit for AMT Exercise

ISO Credit for AMT Exercise

April 15, 2023 by Blaine Thiederman

Key Points Introduction As a savvy investor, it’s essential to understand the intricacies of alternative minimum tax (AMT) and incentive stock options (ISO). When it comes to exercising an ISO, it’s crucial to be aware of the ISO credit for AMT exercise, which can help you reduce your tax bill. The ISO credit for AMT […]

Filed Under: Financial Planning, Personal Finance Tagged With: alternative minimum tax, AMT adjustment, AMT calculation, AMT exercise, arvada colorado, bargain element, denver colorado, exemption amount, Financial Planning, holding period, Incentive Stock Options, ISO credit, minimum tax credit, preference items, progress wealth management, tax calculation, tax planning, tax treatment

Maximizing Incentive Stock Option & Tax Benefits

Maximizing Incentive Stock Option & Tax Benefits

April 12, 2023 by Blaine Thiederman

Key Points Introduction If you’re an employee of a company that offers stock options as a form of compensation, you may be eligible for some significant tax benefits. Incentive stock options (ISOs) are one type of stock option that can provide preferential tax treatment, particularly for long-term capital gains. However, understanding the tax implications of […]

Filed Under: Equity Compensation, Financial Planning, Tax Planning Tagged With: alternative minimum tax, AMT, arvada, denver colorado, disqualifying disposition, Financial Planning, Incentive Stock Options, ISOs, NQSOs, progress wealth management, tax benefits

Maximize Returns: Stock Options to Termination

Maximize Returns: Stock Options to Termination

April 12, 2023 by Blaine Thiederman

Key Points Introduction As an employee, stock options are an excellent way to own a stake in your company’s growth and success. Simply put, a stock option gives you the right to buy a certain number of company shares at a predetermined price. Equity compensation plans like stock options are an essential part of many […]

Filed Under: Equity Compensation, Financial Planning Tagged With: arvada colorado, denver colorado, early exercise, equity compensation, ESPPs, exercise price, expiration date, financial advice, Incentive Stock Options, net exercise, non-qualified stock options, post-termination exercise window, post-termination option exercise window, progress wealth management, Silicon Valley, stock options, strike price, tax implications, termination date, vesting date

Young Professionals talking about their RSUs

Everything you need to know about your private company equity compensation

Everything you need to know about your private company equity compensation

January 14, 2023 by Progress Wealth Management

Key Points Introduction Equity compensation is a great way to reward your employees, retain talent, and get more investment in your company. It’s also a complex topic with an ever-changing landscape of rules and regulations. Having an understanding of equity compensation for private companies can help you make informed decisions about how to best incentivize […]

Filed Under: Equity Compensation, Investing, Salary Negotiation Tagged With: arvada colorado, denver colorado, how to, Incentive Stock Options, ISOs, progress wealth management, RSU, RSUs

Fee-only financial advisors in Colorado

Cash & Equity Compensation Programs: How They Work & What You Need To Know | Share Based Compensation

Cash & Equity Compensation Programs: How They Work & What You Need To Know | Share Based Compensation

January 14, 2023 by Progress Wealth Management

Key Points Introduction For companies looking to incentivize employee performance and loyalty, it’s important to understand how share-based compensation can help. Through cash and equity compensation programs, companies are able to offer their employees rewards that are both meaningful and beneficial. But what exactly is a share-based compensation program? How do they work? What do […]

Filed Under: Equity Compensation, Investing, Salary Negotiation, Tax Planning, Uncategorized Tagged With: arvada colorado, denver colorado, equity compensation, How to use RSUs, Incentive Stock Options, ISOs, progress wealth management, RSU, RSUs

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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