ISO Tax Planning – Incentive Stock Options

ISO – Incentive Stock Option Planning – Our Approach

#1 Go for easy wins first:

  • Low cost, no taxes, early employee?
  • If the budget is low, then maybe the answer is easy.

#2 Understand why you (want to) are exercising:

  • What is the projected tax savings???
  • Do you think the stock is stable or will increase in value?

#3 What does it mean to exercise early?

#4 What does it mean to exercise late?


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