What are the advantages of Incentive Stock Options (ISOs)?

Incentive stock options are a powerful compensation tool that can help you grow your wealth. Companies award them to employees as a retention vehicle, to reward specific successes or as an incentive when trying to attract new employees.

There are several advantages to incentive stock options, including:

  • Incentive Stock Options have a simple process for exercising.
  • You choose when to exercise your Incentive Stock Options.
  • Incentive Stock Options offer the potential to participate in stock price appreciation.
  • Incentive Stock Options are not subject to payroll taxes.
  • Incentive Stock Options can qualify for long-term capital gains.
  • You may get Alternative Minimum Tax Back as AMT credit.
  • ISOs allow you to participate in the success of the company
  • You can manage the cash flow required to cover the cost of the Alternative Minimum Tax.

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