Insights
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 [...]
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 [...]
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 [...]
Contributions from: Vince Lee, CFP®, CPA
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