ISO's Archives - Zajac Group

How and Why to Exercise Your Incentive Stock Options Early in the Calendar Year

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Are you considering exercising your incentive stock options (ISOs) this year? Before deciding, it’s important to consider the potential tax implications of when and how to proceed. In terms of...

6 Reasons to Exercise Your Incentive Stock Options When the Price Is Down

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

No one likes to see a stock they own go down in value. When we buy stock, we hope the price rises so we can earn a profit on our...

How to Sell Incentive Stock Options to Accelerate Alternative Minimum Tax Credits

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

If you have incentive stock options, you may be familiar with the alternative minimum tax (AMT), and potentially the alternative minimum tax credit. The alternative minimum tax is a complicating...

What is a Disqualifying Disposition of Incentive Stock Options?

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Incentive stock options, or ISOs, are a type of employee stock option. Often considered the favorable employee stock option as compared to non-qualified stock options, they may present an opportunity...

The Basics of Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

There are two types of employee stock options: incentive stock options, or ISOs, and non-qualified stock options, or NQSOs. Generally speaking, incentive stock options are the more complicated of the...

4 Strategies for Exercising Your Incentive Stock Options and the Tax Impacts of Each

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Incentive stock options may be offered as part of an employee compensation package. In a best-case scenario, these options can offer an invaluable benefit to you as an employee. You...

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3 Employee Stock Option Exercise Strategies You Need to Know

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Employee Stock Options

Receiving employee 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...

ISO’s

How and Why to Exercise Your Incentive Stock Options Early in the Calendar Year

6 Reasons to Exercise Your Incentive Stock Options When the Price Is Down

How to Sell Incentive Stock Options to Accelerate Alternative Minimum Tax Credits

What is a Disqualifying Disposition of Incentive Stock Options?

The Basics of Incentive Stock Options

4 Strategies for Exercising Your Incentive Stock Options and the Tax Impacts of Each

3 Employee Stock Option Exercise Strategies You Need to Know

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