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The Uniqueness of Stock Options

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The Uniqueness of Stock Options Unlike any other type of investment, Stock Options have three unique characteristics that set them apart from the crowd. read more.....

Concentration Risk Explained

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Did you know......."Executives of public companies represent the largest segment of share holders with concentrated stock." By our definition, any one position that represents more than 20% of a portfolio is considered a concentrated position. Why is this?

Understanding the Value of Stock Options

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Simply stated, there are two components that make up the value of a stock option. In order to better understand the value of stock options we need to become familiar with these two components referred to as the intrinsic value and the time value. Breaking it down to the next level, we define the intrinsic value as the difference between the current stock price and the exercise price. For example...

Tax Implications of the Five Types of Equity Compensation, Part 5: Taxation of Incentive Stock Options – (ISO’s)

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Taxation of Incentive Stock Options – ISO’s In this, my fifth and final submission to the blog series on the taxation of different equity awards, we examine the "Taxation of Incentive Stock Options" or ISO's, the benefits and tax implications.

Tax Implications of the Five Types of Equity Compensation, Part 4: Non-qualified Stock Options (NQO’s)

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Nonqualified Stock Options As the series continues, Part 4: Non-qualified Stock Options are explored as we compare similarities, differences, tax implications, and timing for exercising options.

Tax Implications of the Five Types of Equity Compensation, Part 3: Stock Appreciation Rights (SARs)

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What are Stock Appreciation Rights: Stock Appreciation Rights (SAR's) provide the executive with the right to receive cash in the amount of increase in value of a specified number of shares. The following are some common questions and answers about SAR's that should help define and differentiate them.

Tax Implications of the Five Types of Equity Compensation, Part 2: Restricted Stock Units

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In my previous blog, Part One of the series, we discussed Restricted Stock Grants, and the tax implications involved. Part Two consists of defining the second type of equity compensation; Restricted Stock Units (RSU's), and important components including forfeiture, tax consequences, timing and more.

Tax Implications of the Five Types of Equity Compensation, Part 1: Restricted Stock Grants

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This is the first entry in a five-part blog series on the tax implications of the five types of equity compensation. Throughout the the series, we will discuss the tax implications of each of the five types of equity compensation, as described in the my previous blog published 11/29/2011 ("Five Types of Equity Awards").

Five Types of Equity Awards

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Knowing the different types of equity awards that corporations issue and what the executive owns is important. Read more....

Understanding Stock Option Taxability Consequences

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Understanding Stock Option Taxability Consequences One of the more common questions I am asked from clients is "What are the tax consequences of owning stock options?" This remains a hot topic for discussion at any time of the year. As tax season quickly approaches, having a thorough understanding of the tax implications involved can be crucial to minimizing taxation exposure . A more in-depth, comprehensive look at the tax consequences will be explored in a later blog to come. For the purposes of this discussion, I intend to illustrate a general understanding including a hypothetical example.