Incentive Stock Options & Non-Qualified Stock Options
Time & Location
About the Event
Stock options are common ways of providing equity incentive to employees. Proper planning saves significant amounts of taxes.
- What is the difference between incentive and non-qualified stock options
- Optimal times to exercise and sell from a tax perspective
- How marginal tax rates impact various stages of the options
About the Presenter
Zachary Sahar is a Certified Public Accountant with the CPA Firm of Capital Tax. Tax planning is at the heart of their practice and a significant number of their clients are tech industry employees. Zachary has been a CPA for more than 20 years and started his career with one of the big 4 CPA firms.