Introducing our new book, Employee Stock Options –
Executive Tax Planning, 2008 Edition.
Michael Gray explains the tax repurcussions of exercising Incentive Stock Options, Non-Qualified Stock Options, Employee Stock Purchase Plans and Restricted Stock Grants (RSUs) for the people who hold these options, with an Options Comparison Chart to highlight the differences of the options.
It is 46 pages of hard-hitting information. This is a "plain talk" explanation that doesn’t require a lot of tax knowledge, but will help you avoid unexpected tax traps.
For more comprehensive guideance, consider our other book, Secrets of Tax Planning for Employee Stock Options, Stock Grants and ESOPs.
The investment to buy this book at Amazon.com is $24.97, but through our website, you can purchase the book for 25% off: $18.73 plus $ 1.73 sales tax for California residents and $2.50 shipping, when ordered before July 31, 2009.
“During the tech boom, Silicon Valley workers had surprisingly few places to turn for help with their stock options. Mike Gray was one of them, providing an authoritative voice of prudence in a time of irrational exuberance. Steeped in the complexities of tax laws and strategies, he was among the first to co-author a primer to help workers understand how options worked and how to take money off the table.”
Mark Schwanhausser
Personal finance reporter
San Jose Mercury News
San Jose, CaliforniaEmployers! Financial Advisors! Call 408-918-3162 for special pricing of bulk orders of 50 or more copies!
Fax the action form with your order today! (Or call Dawn Siemer at 408-918-3162 weekday afternoons.)
May your options increase in value!
Michael C. Gray
P.S. Remember, this introductory offer will expire on July 31, 2009. The investment for our new book, Employee Stock Options – Executive Tax Planning, 2008 Edition is only $18.73 plus $1.75 California sales tax for California residents and $2.50 shipping. Fax the attached order form today, or call Dawn Siemer on weekday afternoons at 408-918-3162.
Table of Contents
- Why Michael Gray is an invaluable consultant for employee stock options
- The Problem – The Busy Employee
- Diversification
- Incentive Stock Options
- What are the tax and economic benefits of incentive stock options?
- What rates of tax apply for long-term capital gains?
- What is the alternative minimum tax?
- Planning to exercise ISOs
- Planning to sell the stock
- Estimated tax considerations
- Disqualifying “early” transfers
- Holding period suspended
- Early exercise provisions
- What are the tax consequences for backdated options?
- Insider issues
- Conclusion
- Non-Qualified Stock Options
- What are the economic advantages of using non-qualified options?
- What are the tax results of receiving a non-qualified stock option?
- What is the tax result of exercising a non-qualified option?
- What rules apply when the stock received is not freely transferable?
- How can a taxpayer avoid postponing the compensation income?
- What are the tax results if the option is sold before it is exercised?
- What if the employer is acquired?
- Should I make gifts of non-qualified options for estate planning?
- Planning to sell the stock
- Estimated tax considerations
- What if I move to another state before I exercise the option?
- What is the impact of the new rules for non-qualified deferred compensation plans?
- What are the tax consequences for backdated options?
- Conclusion
- Employee Stock Purchase Plans
- The Basics - What are the benefits of Employee Stock Purchase Plans (ESPPs)?
- What is the tax result when the holding period requirements are met?
- What happens if the holding period requirements aren’t met?
- Are there any alternative minimum tax (AMT) considerations?
- May the employee pay for ESPP shares by exchanging other employer shares?
- Some planning considerations
- Estimated tax and withholding
- Stock Grants (RSUs)
- What are the economic advantages of using stock grants to an employer?
- What are the economic advantages of stock grants to an employee or service provider?
- What are the tax results of receiving a stock grant?
- What rules apply when the stock received is not freely transferable?
- How can a taxpayer avoid postponing the compensation income?
- Planning to sell the stock
- Estimated tax considerations
- What is the impact of the new rules for non-qualified deferred compensation plans on stock grants?
- Conclusion
- Options Comparison Chart
Action Form
Employee Stock Options – Executive Tax Planning, 2008 Edition Book
YES! I want to protect myself from a potential tax disaster by finding out the tax consequences of exercising my Employee Stock Options.
Send me ____ copies of Employee Stock Options - Executive Tax Planning, 2008 Edition. (Employers! Financial Advisors! Call 408-918-3162 for special pricing of bulk orders of 50 or more copies!)
My investment per copy is only $18.73 (25%-off the regular price of $24.97) plus $ 1.73 sales tax for California residents and $2.50 shipping when ordered before July 31, 2009.
MY SATISFACTION IS GUARANTEED. If I don’t find this a valuable reference for Employee Stock Options, I may simply return the book for a no-hassle immediate refund of my investment. I am the sole judge.
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FAX to 408-998-2766
or mail to Silicon Valley Publishing Company
2190 Stokes St., Ste. 102
San Jose, CA 95128-4512© 2008 Michael C. Gray
Silicon Valley Publishing Company
2190 Stokes St., Suite 102
San Jose, California 95128-4512
(408) 918-3162
Fax (408) 998-2766
email: secrets@stockoptionadvisors.com