incentive stock options Archives - Page 8 of 8

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6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Restricted Stock

Restricted stock is often considered the simplest type of equity compensation to understand. And relative to other types of equity you could receive, this might be true. But that doesn’t...

What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Equity Compensation, Restricted Stock

Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock...

What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Pre-IPO / Private Stock

Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange....

6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Incentive Stock Options

Incentive stock options are a type of equity compensation you may receive as part of your overall compensation package. Incentive stock options, or ISOs, allow you to buy company stock...

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What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Alternative Minimum Tax

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax...

What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

by Daniel Zajac, CFP®, EA | Last updated Apr 15, 2025 | Donor Advised Fund

When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.

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How to Coordinate a Donor Advised Fund and Your Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Considerations When You Have Significant Equity Compensation, Donor Advised Fund

If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability.

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How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Employee Stock Options, Non Qualified Stock Options, Restricted Stock

Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in NQSOs or all in RSUs or they may...

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How to Use Restricted Stock Units to Fund Financial Planning Goals

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Restricted Stock

Employees who receive Restricted Stock Units (RSUs) as part of their compensation will have a number of things to consider. Tax implications, financial planning...

A Timeline of Events for Your Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Incentive Stock Options

If you are lucky enough to be granted incentive stock options (“ISOs”) as part of your compensation package, it’s important to understand the timeline of events.

83(b) Elections: What they are, and What You Need to Know

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Pre-IPO / Private Stock, Wealth Accumulation

When you receive equity compensation in the form of restricted stock, non-qualified stock options, or incentive stock options, you may have the opportunity to make an 83(b)...

Should You Really Sell Your Vested Restricted Stock Units? The Answer Is a Resounding “Maybe”

by Daniel Zajac, CFP®, EA | Last updated May 4, 2025 | Restricted Stock

Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs...