The combination of tax and timing can create a moving target when trying to pin down when to exercise stock options. The tax effects of exercising stock options are also dependent on whether the stock is an incentive stock option plan (ICOs) or non-qualified stock options (NQSOs). … Read More
As an employee, you have taken the risk of believing in your company and dedicating your time and maybe even money to its mission. You could be missing out on tax incentives with your compensated stock. Your stock may be eligible for a 100% capital gains tax … Read More
The timing of exercising stock options can vary from person to person and depends on whether your options are non-qualified (NQSO) or incentive stock options (ISOs). ISOs can only be granted to employees, unlike NQSOs that can be granted to anyone (i.e. contractors, employees, and directors). … Read More
Stock options could qualify for QSBS after they are exercised, but there are a few steps you should take before exercising your options. If you are concerned about the tax implications of selling or exercising your stock options than you are in the right place. First, we … Read More