NQSO Archives - Zajac Group

Mother,And,Son,Playing,With,A,Dandelion,In,The,Park

Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains Tax

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

When it comes to evaluating strategies to exercise your Non-Qualified Stock Options (NQSOs), what is your best plan of attack? Do you: Exercise and sell all your NQSOs immediately, cashing...

Comparing Incentive Stock Options and Non Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 2025 | Employee Stock Options, Incentive Stock Options, Non Qualified Stock Options

Non-qualified stock options and incentive stock options are the two types of employee stock options that you may receive as part of your compensation package. While they have some similarities,...

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

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 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...

4 Key Highlights of Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 2025 | Employee Stock Options

Employee stock options are a powerful tool for businesses to provide an incentive for key employees and those who contribute to a company’s success. Stock options give you the right...

Understanding the 83(b) Election for Non-Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Non Qualified Stock Options, Pre-IPO / Private Stock

If you have non-qualified stock options, you’ve likely spent time researching when and how you’ll face taxes for them. As a general rule, you will be subject to ordinary income...

Startup,Entrepreneur,,Friends,Or,Corporate,Workers,Discuss,Project,While,Walking

10 Things to Know About Non-Qualified Stock Options

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

Non-qualified stock options (NQSOs) are a common compensation feature provided to employees as part of a compensation package. If you have access to these perks, they give you the opportunity...