Stock Options Explained Canter Wealth is teaming up with TriVant Custom Portfolio Group to deliver a series of informative documents and blog posts to lay out the fundamentals of stock option agreements and how best to take advantage of them! Download the full webinar here Here, we dissect the Grant Sheet. An Option Agreement will vary from company to company. When stock …
NQO versus ISO
Stock Options Explained What kind of stock option are you being offered and how does that have an effect on your taxes? It is likely you are confronted with a Non-Qualified Stock Option (NQO) if you are an employee or an incentive stock option (ISO) if you are an executive. Check out our breakdown of the differences between the two …
Don’t Get Caught in a Tax Trap
Stock Options Explained Whether you hold non-qualified stock options (NQOs) or incentive stock options (ISOs), BEWARE! There are unfavorable outcomes caused by one or both of the following: The stock price goes down after your stock options are exercised (NQOs and ISOs) You do not consider Alternative Minimum Tax (AMT) ramifications (ISOs only) Want more? Listen to the “Taxes Matter!” …
Stock Options Explained: 5 Questions to Ask Your Employer
5 Questions To Ask Your Employer About Your Stock Options Plan Our best advice when deciphering your stock options plan? Go straight to the source! In order to make an informed decision about your options, you need to go into a meeting with your employer armed with the right questions. Here are five of the most important things to ask …
Stock Options Glossary of Terms to Know
Introducing the “Stock Options Explained” Series… Download the full webinar here Employee stock options can be complicated and confusing but it is so important to understand what you are being offered, and what comes with agreeing to their terms. Over the next couple of months Canter Wealth is teaming up with TriVant Custom Portfolio Group to deliver a series of …