Special internet offer! Employee Stock Options
Executive Tax Planning, 2012 Edition.

Employee Stock Options - Executive Tax Planning book cover

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 guidance, 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 $ 1.85 sales tax for California residents and $2.50 shipping, when ordered before October 31, 2014.

“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, California

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 Gray, CPA's signature

Michael C. Gray

P.S. Remember, this offer will expire on October 31, 2014. The investment for our book, Employee Stock Options – Executive Tax Planning, 2012 Edition is only $18.73 plus $1.85 California sales tax for California residents and $2.50 shipping. Fax the attached order form today, or call Dawn Siemer at 408-918-3162.

P.P.S. For free, up-to-date information about employee stock options, visit our Stockoptionadvisors website.


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
Restricted stock units.
Options Comparison Chart

Action Form

Employee Stock Options – Executive Tax Planning, 2012 Edition Book

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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

© 2014 Michael C. Gray

 

Silicon Valley Publishing Co.
2190 Stokes St. Ste. 102
San Jose, CA 95128
(408) 918-3162
FAX: (408) 998-2766