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B. Further Reading
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B. Further Reading
by Ken Little
Ten Minute Guide to Employee Stock Option Purchase Plans
Copyright
Introduction
Extras
Acknowledgments
Trademarks
1. Employee Stock Options
Everybody Wants Stock Options
Goals
What Is an Employee Stock Option?
Different Types of Options
ESPPs
Alternative Plans
ESOPs
Stock Purchases and Grants
The 30-Second Recap
2. Why Options Are Important
Options as Compensation
Options as a Motivator
Placing a Value on Your Options
Options and Your Portfolio
Alternative Number One
Alternative Number Two
Alternative Number Three
Alternative Number Four
The 30-Second Recap
3. An Investing Primer
You're an Investor Now
Investing Short Course
What Are Stock Shares?
Investing Basics
The Importance of Compounding
The Importance of Diversification
Keep Expenses Low
Options
Option Terms
Options and Taxes
The 30-Second Recap
4. All About Vesting, Lock-Ups, etc.
Vesting
Immediately Vested Options
What If I Leave?
Lockup Period
The 30-Second Recap
5. Incentive Stock Options
Incentive Stock Options Defined
ISO Rules
Holding Period
Important Dates
Exercise Price
Miscellaneous Points
Advantages of ISOs
Tax Consequences of ISOs
Disqualifying Disposition
Alternative Minimum Tax Consequences
The 30-Second Recap
6. Nonqualified Stock Options
Nonqualified Stock Options Defined
Few NSO Rules
Examples of Flexibility
Options as a Bonus
Price
Options as Motivators
Flexibility of NSOs
No Limits
Tax Consequences of NSOs
The 30-Second Recap
7. When to Exercise Your Options
Cashing In on Your Options
What Are Your Options?
Exercise and Sell the Stock
Exercise the Options and Hold the Stock
Hold On to the Options
The 30-Second Recap
8. Exercising Your Options
The Process
Which Options to Exercise
Paying for the Stock
Withholding Taxes
Cashless Transaction
Taxes and the Cashless Exercise
Using Stock to Exercise Options
Taxes and Paying with Stock
The 30-Second Recap
9. Taxes and Options
Tax Warning
Tax Terms
Ordinary Income
Capital Gains
Tax Bracket
Basis
Alternative Minimum Tax
Long-Term Capital Gains
Incentive Stock Options
AMT Summary
The 30-Second Recap
10. Taxes and Your Options
Taxes and Nonqualified Stock Options
Exercise Options and Sell the Stock
Step One: Exercising the Options
Step Two: Selling the Stock
Shifting Tax Liability
Cashless Transaction
When to Exercise Your NSO Option
Taxes and Incentive Stock Options
The 30-Second Recap
11. Options and the IPO
Winning the Lottery
Initial Public Offering (IPO)
Securities Laws
Options and the Private Company
Underwriters
Taxes
The 30-Second Recap
12. Options and the Private Company
The Private Company
Complications
Tax Issues
Vesting
Employee Stock Purchase Plans
Stock Appreciation Rights
The Skinny on SARs and Phantom Stocks
The 30-Second Recap
13. Employee Stock Purchase Plans
Not an Option, but Close
ESPP Features
How the ESPP Plan Works
Taxes
ESPPs as an Investment
The 30-Second Recap
14. Employee Stock Ownership Plans
Owning the Company
What Is Their Goal?
Qualifying the Plan
How ESOPs Work
Vesting
Stock or Cash
Taxes on ESOPs
Dividends
ESOPs as an Investment
Timing
The 30-Second Recap
15. More Strategies and Tips
Additional Help
Divorce
Transfer Options
Section 83b
Psychological Factors
Independent Contractors and Others
Noncompete Provisions
Repricing Options
Death and Disability
Asking for Help
The 30-Second Recap
16. Frequently Asked Questions
No Simple Answers
Employment and Termination
Employee Stock Purchase Plans
Exercising Your Options
Insider Trading
Your Estate and Options
Disability
Bought and Sold
Vesting Issues
Selling My Stock
The 30-Second Recap
A. Glossary
B. Further Reading
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A. Glossary
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Appendix B. Further Reading
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