Tag Archives | incentive stock options

Dan Zajac, philadelphia financial advisor

Exploring the Details of A Cash Exercise of Stock Options

When it’s time to exercise your employer-provided stock options, you generally have one of two options: a cash exercise or a cashless exercise. You may choose a cash exercise in the hope of achieving preferential long-term capital gains treatment on further appreciation of the stock. In addition, you choose a cash exercise in order to […]

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Dan Zajac, philadelphia financial advisor

Selling Incentive Stock Option Shares To Accelerate Tax Credits

Incentive stock options may provide for the opportunity to pay taxes on the gain at long term capital gains rates instead of at ordinary income rates if exercised following the rules for a qualifying disposition.  Because of this potential tax advantage, many will attempt to meet the standard for qualifying in order to “save” on […]

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exercise incentive stock options and AMT

Why Exercising Your Incentive Stock Options Early May Be the Best Strategy

In lieu of intentionally exercising for a strategic reason, incentive stock options (ISOs) are often held until near expiration.  At which point, at the risk of expiring and losing all value, the recipient of the incentive stock options will likely choose to exercise. Upon exercise, tax reporting will occur.  Exactly what reporting occurs and the […]

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ISOs and stock options

The Basics of Incentive Stock Options

There is nothing basic about incentive stock options. Incentive stock options have built-in complexity that goes far beyond their restricted stock and non-qualified stock option cousins. The holding requirements for qualified dispositions and alternative minimum taxes are two complexities that quickly come to mind. If you find yourself on the receiving end of incentive stock […]

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Incentive Stock Options, ISO's

3 Stock Option Exercise Strategies You Need to Know

Receiving stock options from your employer is great, as it indicates that your company sincerely values you.  They want to keep you, and keep you happy!  Furthermore, stock options can be a fantastic opportunity to make a lot of money! However, knowing how to optimize these potentially winning lottery tickets is no easy task.  You […]

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