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Tag: NSO

March 9, 2022

Stock Awards: A Tax & Planning Primer

Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ incentives often translate into offering employees stock awards. By offering workers this interesting ‘carrot,’ they offer ownership in the company in return for their tenure and a job well [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

May 12, 2021

Taxes and Stock Options; Moving Forward Mindfully

May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible.  As per my last post, there are three main categories of stock options: Restricted Stock Units (RSU), Non-qualified [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

May 7, 2021

Stock Options: A Primer

May 7, 2021 Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves but offer workers an interesting ‘carrot’ – ownership in the [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

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