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Evaluate NSO Tax Treatment Strategies

An employee stock option offers you the right to purchase some particular number of shares of your company’s stock at exact price — the exercise price — within a specific time period. The exercise price is typically the market value of the stock at the time your firm permitted you the options. For tax purposes, employee stock options are categorized as either Incentive Stock Options (ISOs) or Nonqualified Stock Options (NSOs). Visit: http://bit.ly/2reQGx7<br>

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Evaluate NSO Tax Treatment Strategies

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  1. Evaluate NSO Tax Treatment Strategies

  2. What is NSO Tax An employee stock option offers you the right to purchase some particular number of shares of your company’s stock at exact price — the exercise price — within a specific time period. The exercise price is typically the market value of the stock at the time your firm permitted you the options. For tax purposes, employee stock options are categorized as either Incentive Stock Options (ISOs) or Nonqualified Stock Options (NSOs). Visit: http://bit.ly/2reQGx7

  3. Options for Exercising NSO Tax • Exercise and Sell When They Vest • Exercise and Sell at Expiration • Exercise at Vest and Hold

  4. Advantages of NSOs • Increased Income • Tax Deferral • Improved Employee Tenure and Morale • Tax Deductions • Capital Gains Treatment

  5. Disadvantages of NSOs • Poor Diversification • Share Price Dilution • Cash Requirement for Exercise • Premature Sale • Tax Problems

  6. Contact Us ESO Fund 999 Baker Way Suite 400 San Mateo, CA 94404, USA Tel: +1 (650) 262-6670 Email: information@esofund.com http://employeestockoptions.com

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