Exercising incentive stock options feels like a windfall moment. You have the grant, the stock has run up, and you are ...

Receiving $500,000 in stock options sounds like winning. Exercising them without a plan can feel like handing a large portion back to the IRS before you ever see a dollar. The difference between a ...

With equity markets near all-time highs and the IPO market starting to thaw, many executives are wrestling with a tough question: When to exercise their stock options? It’s far from an easy decision.

How your employee stock options are taxed depends on the option type. Some defer taxes until you sell; others are taxable sooner. Many, or all, of the products featured on this page are from our ...

Determine the company’s primary goals in granting equity compensation to executives and other service providers (collectively, service providers). Common goals for equity compensation awards include: ...

If you hold shares of stock and move states, you might assume that you can safely sell the stock and report the gain to your new state. But options are not so simple.

Stock options issued by US-based startups typically allow the optionee to exercise the option within three months (or shorter) after a termination of employment not involving death or disability.